Harbor Family Office Services

Life simplified. Proactive solutions.

Harbor is an independent firm providing Family Office Services to Ultra-High Net Worth Clients; assisting them in managing their family enterprise.

*Harbor is not a Registered Investment Advisor and does not provide Investment Advisory Services.*

Family Office Services

Family
Enter Significant Wealth
Primary House
Family - Children & Grandchildren
Bills and Accounting
Investments Review
Real Estate
Primary House
Family - Children & Grandchildren
Bills & Accounting
Investments
Real Estate
Private Aircraft
Philanthropy
Estate Planning
Business
Private Aircraft
Philanthropy
Estate Planning
Business
Complexity
Family Office Services
Peace of mind

Our services

What We Offer

Bill Pay / Payroll / Bookkeeping / Financial Reporting
Cash Flow Management
Private Equity Tracking
Family Governance, Education and Family Legacy Planning
Estate Planning Review and Implementation
Philanthropy Management
Philanthropy Management
Risk Management
Private Aircraft Services
Real Estate Management
Business Planning / Consulting
Personal Assistant / Other Services