At Harris myCFO, we are committed to establishing trust, respect, and a lasting partnership with you. Our client service directors strive to deliver the finest personalized wealth services available.

Comprehensive wealth advisory services

We 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.

World-class financial advisors

Unlike many other advisory firms, we offer expertise in all key areas of wealth services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. Having this team of experts enables us to deliver superior advice and better solutions to meet your needs.

Unbiased advice

Harris myCFO's unique position as a wealth services firm allows our directors to deliver the best advice without conflicts of interest arising from financial product sales or money management. In addition, we do not ask you to give up existing advisory relationships. Instead, we will work with your existing advisors to recommend strategies that address your needs.

Personalized service offering

We will 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
• Direct or monitor the basic administration of managing assets and expenses
• Keep abreast of the latest news, information and commentary relevant to the affluent individual
• Communicate with your personal client services director

By using these services, you take control of your finances and gain the freedom to focus more closely on those things that matter most to you.

myCFO's highly specialized systems, built upon an Internet platform, will enable our professional services staff to become more efficient than previously possible. By capturing your consolidated financial information in one place, many administrative and data-entry tasks will be automated, freeing our professional staff to focus on value-added analyses and recommendations.

Please contact us using the appropriate e-mail addresses and telephone numbers listed below.

Request More Information

Use our online form to learn more about myCFO's services. Or you can call us toll-free at 877.myCFO.11 (877.692.3611).

Discuss Media Relations

myCFO is pleased to provide analysts and media personnel with additional information about our company and services. If you would like to learn more, please visit our press center section or contact Amy Yuhn at 312.461.2478 or media@myCFO.com

Receive Technical Support

If you are a myCFO client and you need technical support, please call Client Technical Support toll-free at 877.599.9900. Or, if you prefer, send e-mail to support@myCFO.com.

For all other questions, please call the Information Center at 877.myCFO.11 (877.692.3611) between 6:00 a.m. and 6:00 p.m. Pacific Standard Time, Monday through Friday. Or, send e-mail to clientinfo@myCFO.com.

Provide Feedback

We care about your opinion and welcome your comments about the myCFO web site and our services. Please send e-mail to webmaster@myCFO.com.

Headquarters Address

Harris myCFO, Inc.
1700 Seaport Blvd.
Redwood City, CA 94063

(v) 650.210.5000
(f) 650.210.5010

generalinfo@myCFO.com