| NAME |
Harris myCFO, Inc. |
| WEB SITE |
www.mycfo.com |
| HEADQUARTERS |
1700 Seaport Blvd., Redwood City, CA 94063 |
| ADDITIONAL LOCATIONS |
Atlanta, Los Angeles, San Francisco, Seattle |
| EMPLOYEES |
Approximately 130 |
| ACQUIRED |
Harris myCFO, Inc., acquired certain assets from myCFO, Inc., in 2002. |
| TOTAL CLIENT WEALTH |
Approximately $15 billion |
| TOTAL CLIENTS |
Approximately 200 |
| OVERVIEW |
myCFO offers comprehensive and flexible integrated wealth management strategies to meet the financial and investment needs of families and individuals of substantial wealth?regardless of complexity, individual circumstances or financial objectives. The organization provides the service and structure of a family office delivered through a proven framework composed of a team of industry experts. The Harris myCFO Investment Advisory Services team works together through a single relationship director in the execution and management of a comprehensive strategy individually tailored to meet each client抯 unique financial and lifestyle goals and preferences. myCFO抯 open architecture enables full customization, bringing together best-in-class products and services specifically selected and managed by a team of proven experts梕ach of whom serves as an advocate for clients to ensure that specific identified objectives and preferences are represented at all times. |
| CLIENT PROFILE |
Our target client is an individual with a minimum of $25 million in investable assets who is seeking a fully integrated approach梚dentical in structure to a family office, but with the added expertise of an industry leading financial institution梩o manage complex personal and financial affairs through one relationship. |
| SERVICES |
| Family Office Services |
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Investment Advisory |
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Tax planning & compliance |
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Investment analysis |
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Estate planning & trust administration |
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Asset allocation |
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Risk management & insurance |
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Manager selection |
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Philanthropy |
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Asset placement |
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Financial reporting |
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Plan monitoring and resource/provider management |
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Financial planning & coordination |
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Expense management and bill paying |
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Concierge |
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| TECHNOLOGY |
One of the most notable differentiating features of the myCFO offering is its innovative core support technology. myCFO stores more than 50,000 documents for its clients, including wills, trusts, tax filings, insurance policies, brokerage and banking statements and personal documents such as leases for personal jets or certificates of authenticity for art collections. Each client抯 data file is accessible only to the client, designated representatives and the myCFO relationship client service team. myCFO can sort, categorize and store the data in a multitude of ways based upon the client抯 preferences. myCFO also uses its robust technology platform to create detailed financial performance reports for clients that span multiple tax entities and generational reporting requirements. |
| OWNERSHIP |
Harris myCFO, Inc., is part of Harris Private Bank, which delivers complete financial solutions to high-net-worth individuals and their advisors. For more than a century, the Harris organization has built its reputation on trust, experience and the highest level of personal service. Today Harris delivers a full suite of private banking services through professionals dedicated to assisting individuals and families in managing their financial futures. The Harris organization is a part of the BMO Financial Group (NYSE, TSX: BMO). For more information, visit www.theharris.com or www.bmo.com |
| CONTACT |
Amy Yuhn, Harris Corporate Communications: 312.461.2478 or amy.yuhn@harrisbank.com | |
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