Managing significant wealth can create complex challenges for both individuals and multi-generational families. Family Office services can centralize the oversight of your financial affairs to ensure efficient coordination and effective management. Harbor Investment Advisory’s approach to assisting you in this endeavor includes:
Multiple Advisors: Work in collaboration with your tax and legal professionals to ensure that customized planning and succession strategies are implemented efficiently.
Investment Management: Ensure that your investment management is reflective of your current objectives, considers future generations, and addresses your philanthropic endeavors.
Investment Due Diligence: Our ability to independently analyze potential investment offerings allows for an unbiased opinion and acts as a buffer to insulate you from the deluge of offerings.
Education: At your request, we are available to interact with your heirs to educate them on proper stewardship issues and investment management techniques.
Reporting: We provide fully customized reporting solutions, which allow you to easily monitor the value, structure and performance of your investment portfolio.