Family Office Services Overview
Outsourced solution to family enterprise complexity
What is family office services?
Harbor is an independent firm providing Family Office Services to Ultra-High-Net-Worth Clients, assisting them in managing their family enterprise.
Our multi-disciplinary team provides a host of services to our Ultra-High-Net-Worth clients.
When family affairs have grown from a household with significant wealth into an enterprise with significant responsibility and complexity, we can help with everything from bookkeeping to private aircraft services. Refer to our services page for full details.
We are our clients’ trusted advisor and partner in navigating the complex world that is created through significant wealth. Through the services we provide, we aim to alleviate any burden of taking care of the family enterprise so that our clients are freed up to do what they enjoy most.
We believe that our client’s most valuable currency is time. Our holistic approach to serving our clients aim to provide a return on their currency of time that is accompanied with a lasting peace of mind. This will lead to an increase of personal satisfaction.
What differentiates us?
The foundation of the services we provide is our commitment to integrity and high-quality services. Core to every service offered, is our value of our client and ensuring that what we offer contributes to their Family Vision, Mission and Values. We are uniquely positioned as we have direct insight into our High-Net-Worth client’s financial worlds through the provision of tax advisory services by our affiliate: Aycock & Company. This has allowed us to obtain unique and valuable insights into what is most important for our client base and has allowed us to tailor our family office services in such a manner that we can best serve them. Through our experience of working with Ultra High-Net-Worth clients and their businesses, we are confident the services we provide will add significant value to our clients lives.
What clients do we serve?
Our clients typically have a net worth of over $50 Million. Inherently attached to that level of wealth is complexity. Our unique service offering navigates that complexity and assists our clients in managing their family enterprise.