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Harris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. Harris myCFO provides a variety of services including investment advisory and family office services.
Harris myCFO, a unique integrated wealth management firm for affluent families, family offices and individuals. Our ability to provide clients with the broadest range of wealth management services managed in an integrated manner allows clients to choose tailored solutions that help them achieve their unique wealth and lifestyle goals.
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Jan 31, 2024 · Family estate and trust services. We provide an extensive and experienced management team of trust professionals focused on families and generational trust administration. Family wealth strategies. We assist families in strategically integrating their wealth with long-term financial goals and lifestyle objectives.
Mar 4, 2011 · New technology wealth and a demographic shift are fueling a resurgence of wealth in transition, top execs at Harris myCFO told Family Wealth Report in an exclusive interview. The complexities of both are creating opportunities for wealth managers.
Steve’s professional experience extends over 25 years of working with family offices and advising families on their wealth. Prior to Pathstone, Steve served as President of Harris myCFO Investment Advisory Services, LLC, where he had broad national responsibility for all aspects of myCFO’s investment platform.
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Sep 20, 2010 · CHICAGO, Sept. 20 /PRNewswire-FirstCall/ -- Harris myCFO™ today announced the appointment of John Benevides as President, Family Office Services. He will be based in the company's Chicago ...
Harris myCFO TM addresses these challenges with a uniquely flexible and integrated approach to wealth management. We deliver the guidance and services of a Comprehensive Family Office—in a way that may be more efficient than building one. You can use Harris myCFO to access specific services for your existing family
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