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Harris Moor Finance Ltd.

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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.

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQUndisclosed, Switzerland
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
Corso Elvezia 10 Canton Ticino Lugano
City
—
Region / State
—
Postal Code
6900
Country
Switzerland

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainharrismoor.com
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LinkedIn NetworkActive Profile
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