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DirectoryFinance & InsuranceFinancial ServicesLuganoHarris Moor Finance SA
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Harris Moor Finance SA

Summary

About the company

The core activity of Harris Moor Finance Ltd. is the provision of financial services, particularly in the areas of: * Wealth Management * Investment Management * Family Legacy & Governance * Strategic Advisory. The company offers its clients individual solutions for wealth management, investment advice and succession planning, with the aim of preserving and increasing its clients' assets.

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Products & services

Industry:Financial Services
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Wealth Planning
Tailored wealth and estate planning aligned with family strategy, inheritance, business sale, tax planning, liquidity needs and risk-mitigation goals.
Investment Management
Individually structured investment portfolios based on risk profile, goals and horizon; ongoing monitoring, adjustments, asset allocation and selection of suitable banks and instruments.
Family Legacy and Governance
Family mission and governance structuring, including guidelines for transition, communication, estate planning, philanthropy and dispute resolution; also philanthropic advisory and foundation setup.
Strategic Advisory
Advice on tax and legal matters, business development, succession and other strategic topics for families and companies; external experts are involved when needed.

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Location

Corso Elvezia 10
6900 Lugano
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-451.987.035
Founded
2019 · 7 years
Last commercial register change
December 1, 2022
Employees
11 to 20

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