Wealth can be accompanied by its fair share of opportunities, responsibilities, and challenges. At William Harris Investors, our team has spent the last five decades helping our clients navigate successfully through the complexities that come with wealth, ranging from cash management and long-range financial planning to the creation of sophisticated tax and estate plans, and from educating younger clients on some of the responsibilities that come with the inheritance of wealth to coordinating the preparation of tax returns. Many of our clients are philanthropic, and our team has spent considerable time through the decades advising them on their philanthropic pursuits and helping them to manage their charitable activities.
Because no two clients have quite the same goals, life circumstances, or concerns, we also dedicate a great deal of time to providing them with detailed financial plans to help them understand the long-term implications of their earning, spending, gifting, and philanthropic habits. Typically these financial plans serve as the “scaffolding” for the development of comprehensive, individually tailored asset allocation models, around which our clients’ investment portfolios are built.
All of these services share a single common purpose: to enable our clients to sleep well at night, knowing that their financial affairs are being looked after by a professionally run, family-owned firm that treats client assets and liabilities precisely the same way that it treats its own.
While wealth can bring with it significant responsibility, it also can provide enormous opportunity. At William Harris Investors, we are committed to helping wealthy families find fulfillment in their lives through our professional management of their assets and financial affairs.