Overview

Looking to acquire local books of business. We have cash and are growing the practice. Seeking financially stable partners, who may participate at the level they prefer. We continue to expand our offerings to provide family office services to a wider number of high net worth families. We also provide services and council to business owners, including executive benefits, succession planning and intergenerational services. We have partners in tax planning, business transition and estate planning, so clients know they have a coherent Team. Working with HARRIS & ASSOCIATES yields confidence, efficiency and lucrative investment and money management. Our concierge service makes working with us convenient and understandable. Advisors will do well to consider joining us for a smooth, and financially beneficial transition.

Last Activity
within 6 months

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