Investment Advisory
& Management
Wealth Planning
Family Office

Our Services      Family Office

Each Harbour Capital Advisor client may benefit from a range of financial and advisory services not centered in investment management and planning. Our goal is to meet our clients’ needs, whether by leveraging our team, or through valued strategic partnerships with reputable firms.

Our professional team has decades of experience advising wealthy families. We bring this expertise to family governance issues encompassing education, strategies and policies to guide the nuclear family. We advise on structure and arrangement of debt, as well as monitor and oversee cash management systems. In addition to advising families as to philanthropic wealth transfer and/or charitable planning strategies, Harbour Capital Advisors provides services to ensure that our clients’ charitable goals and visions are carried out through meaningful community impact.

Importantly, we work with a limited number of families to ensure that we build deeper, more personal relationships.

Advisory Services

Asset and Liability Management:

Holistic net worth summary development

Debt analysis, structuring, and arrangement

Liquidity and cash management and reconciliation

Risk Management and
Personal Accounting:

Facilitate a variety of family office services to minimize our clients’ administrative burden (e.g. bill paying and tax reporting)

Partner with curated third-parties to evaluate insurance needs and provide accounting support

Family Governance:

Facilitation of multi-generational Family Meetings

Design and delivery of Financial Education for younger generations

Charitable Advisory Services:

Guidance on foundation mission, governance, fiduciary and administrative issues

We look forward
to hearing from you.

Your story is unlike anyone else's.
Your wealth plan should be too.

Scott B. Wilson, CFA

Portfolio Manager