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| Home > Wealth Management > Specialized Services |
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Harris Private Bank offers specialized services to meet your wide range of financial needs.
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Philanthropic Services
Philanthropic services are available to help you with your charitable goals. Harris Private Bank can help you to:
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identify the values that you want to perpetuate |
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translate your values into a mission statement and program goals |
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research funding needs and opportunities; and |
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measure and evaluate projects. |
Philanthropic Advisors guide clients through the complexities of:
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Charitable Remainder Trusts |
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Charitable Lead Trusts |
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Community and Family Foundations |
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Donor Advised Funds |
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Wealth Transfer Services
Harris Private Bank Wealth Transfer Specialists help you assess your life, disability, personal liability and major asset insurance strategies to help reduce estate taxes, protect and preserve assets, support charitable causes and plan for the efficient transfer of wealth to your beneficiaries. We provide solutions to meet your risk management needs within the context of your overall wealth management strategy.
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401k and IRA plans |
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Estate preservation |
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Charitable giving through life insurance |
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Long term care |
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Insurance planning for individuals and corporations |
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Family Office Services
Harris Private Bank provides a fully functioning, integrated comprehensive Family Office through Harris myCFO Inc. Our uniquely flexible and integrated approach gives you the guidance and services of a comprehensive family office, along with the freedom to use your own trusted advisors and other best-in-class providers.
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tax planning and compliance; |
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expense management and bIll payment; |
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comprehensive reporting; and |
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financial planning and co-ordination. |
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To find out how Harris can help you to reach your financial goals, contact us.
Need assistance? We have experts who can help
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Find out which products and services are available in your area. |
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James is an architect who is nearing retirement. He has plans to wind down his practice and purchase a vacation home in Florida. |
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Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. lease review the privacy and security policies of web sites reached through links from Harris web sites.
