Among the most fundamental values espoused by the Harris family are citizenship, service, and philanthropy. Over the last fifty years these values have inspired the Harris family’s charitable activities, and also have shaped the culture and capabilities of the Harris Family Office. Today at William Harris Investors, our team spends considerable time assisting our clients with almost every aspect of their philanthropic pursuits.
This includes: managing the assets of a wide range of non-profit organizations and private family foundations; assisting our clients with the development of estate plans with significant charitable components; establishing and advising new charitable entities and private foundations; coordinating grant-making efforts; and assisting clients in the design and implementation of dynamic, long-term plans in order to achieve their philanthropic goals.
Owing to the increasing complexity of tax regulations, and to the differential (tax and investment) treatment afforded to certain non-profit and charitable entities, we recognize the critical importance of understanding the unique opportunities available to foundations, charitable trusts, and other tax-advantaged non-profit entities, as well as the restrictions that often limit their activities.
All philanthropic plans are not created equal. At WHI we pride ourselves on our ability to bring together best practices in the tax, legal, and investment management areas, so as to ensure that our clients’ philanthropic plans are: (1) thoughtfully conceived; (2) mindful of a wide array of tax, legal, and portfolio management considerations; and (3) nimble enough to provide for flexibility in a constantly changing world.