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Harris myCFO is a brand used by Harris myCFO Inc. offering integrated wealth management with independent investment advisory services and the comprehensive capabilities of a multi-family office.
Jan 31, 2024 · Family estate and trust services. We provide an extensive and experienced management team of trust professionals focused on families and generational trust administration. Family wealth strategies. We assist families in strategically integrating their wealth with long-term financial goals and lifestyle objectives.
Harris myCFO® is a brand delivering services through Harris myCFO LLC, an investment advisor registered with the Securities and Exchange Commission and certain divisions of BMO Harris Bank, N. A. a national bank with trust powers.
BMO Family Office offers independent investment consulting and the comprehensive services of a multi-family office. We trace our roots to two premier wealth management firms, CTC Consulting and Harris myCFO, which combined in 2012 to form the integrated wealth management firm we are today.
Prior to Pathstone, Steve served as President of Harris myCFO Investment Advisory Services, LLC, where he had broad national responsibility for all aspects of myCFO’s investment platform.
Harris myCFO® is a brand delivering services through Harris myCFO, LLC, an investment advisor registered with the Securities and Exchange Commission; and certain divisions of BMO Harris Bank, N. A., a national bank with trust powers.
Harris myCFO® is a brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment advisor and certain divisions of BMO Harris Bank N.A. and its affiliates that are national banks with trust powers.
