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Home > Financial Services > Accountants > Harris MyCFO Inc.
Harris MyCFO Inc.
In 2002, Harris MyCFO, Inc. is headquartered in Redwood City, California, has been founded and has approximately 130 employees at offices in Atlanta, Los Angeles, San Francisco, and Seattle.
MyCFO is dedicated to managing the complex issues that face individuals and families of significant wealth by delivering the guidance and services of a comprehensive family office, along with the freedom to use your own trusted advisors and other best-in-class service providers.
Unlike other advisory firms, the firm offers expertise in all areas of wealth services like Investment Advisory, Income Tax Planning & Compliance, Estate & Trust Planning, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. They serve clients of significant wealth who find that managing their finances has become increasingly complex, and they need a better solution.
The firm has expertise in all areas of wealth services including Investment Advisory, Income Tax Planning & Compliance, Estate & Trust Planning, Risk Management, Philanthropy and Expense Management. With them, you have the flexibility to build a team of specialists, with an open architecture, to source the best professional talent for every aspect of your wealth management strategy.
They also offer advice and strategies across the broad spectrum of financial services to help high-net-worth individuals gain control of their financial lives. These services include helping you develop strategies to achieve your goals, as well as providing administrative and reporting services to reduce the time you spend on basic financial management.
They provide an outstanding suite of personal online services that will enable you to Review consolidated financial position across all institutions, accounts, and investments, Analyze assets and holdings, and assess new investment opportunities, Learn about available financial options, Understand tax implications and liabilities and Direct or monitor the basic administration of managing assets and expenses.
Their unique position as a wealth services firm allows their directors to deliver the best advice without conflicts of interest arising from financial product sales or money management. In addition, they do not ask you to give up existing advisory relationships. Instead, they work with your existing advisors to recommend strategies that address your needs.
They are committed to establishing trust, respect, and a lasting partnership with you. Their client service directors strive to deliver the finest personalized wealth services available.
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