Harris Moor Finance is headquartered in Lugano, Switzerland and is an independent multi-family office for affluent individuals and/or businesses located locally and globally. We offer a boutique-like experience by providing both tailor-made and integrated solutions to protect, ensure, grow and preserve our clients’ wealth and that of their families. Through Harris Moor Finance’s team of qualified and experienced wealth specialists and through our trusted working relationships with best-in-class experts, we provide high standard services in an honest and respectful manner; and free of any conflict of interests in the fields of: wealth planning | wealth management | M&A | tax-efficient investment structures | retirement planning | risk cover | international trusts | education planning | property and estate planning We work to prepare our clients for the future: by connecting raw data and emotional analysis, we are able to establish new family wealth practices for future generations. Harris Moor Finance’s business philosophy is to build long lasting relationships with its clients in order to advocate for the family and for future generations. Therefore, we believe in understanding each and every family's communication style and its culture in order to provide the best customised and unbiased solution possible. Authorized by FINMA as portfolio managers.
Harris Moor Finance is headquartered in Lugano, Switzerland and is an independent multi-family office for affluent individuals and/or businesses located locally and globally. We offer a boutique-like experience by providing both tailor-made and integrated solutions to protect, ensure, grow and preserve our clients’ wealth and that of their families. Through Harris Moor Finance’s team of qualified and experienced wealth specialists and through our trusted working relationships with best-in-class experts, we provide high standard services in an honest and respectful manner; and free of any conflict of interests in the fields of: wealth planning | wealth management | M&A | tax-efficient investment structures | retirement planning | risk cover | international trusts | education planning | property and estate planning We work to prepare our clients for the future: by connecting raw data and emotional analysis, we are able to establish new family wealth practices for future generations. Harris Moor Finance’s business philosophy is to build long lasting relationships with its clients in order to advocate for the family and for future generations. Therefore, we believe in understanding each and every family's communication style and its culture in order to provide the best customised and unbiased solution possible. Authorized by FINMA as portfolio managers.