Visitor Day

Evan Harris

Wealth Management

This Week I’m Looking For…

This week, we are focusing on business owners as a key area for referrals. Business owners often face complex financial needs, such as succession planning, integrating personal and business finances, and ensuring tax efficiency. By working with us, entrepreneurs can benefit from our expertise in holistic wealth management, helping them secure their financial future and preserve their legacy.

Got Referral for Evan?

(use this link if you are a BNI member)

Referral Form – This Week

Harris Private Wealth

https://www.harrisprivatewealth.com/

Evan@harrisprivatewealth.com

408.547.3390

Harris Private Wealth offers a personalized approach to wealth management, specializing in holistic strategies tailored to high-net-worth individuals, families, and business owners. With a dedicated team of experienced professionals, the firm provides comprehensive services including investment management, financial planning, estate planning, and family office solutions. Harris Private Wealth goes beyond traditional financial advisory by addressing the intricate needs of wealth preservation, legacy planning, and intergenerational wealth transfer. By fostering long-term relationships and delivering customized solutions, the firm empowers clients to achieve their financial goals and sustain their legacy for generations to come.

In General I’m Looking For…

Good referrals for Harris Private Wealth would include:

  1. High-Net-Worth Individuals and Families: Clients with substantial assets seeking personalized financial planning, wealth management, or legacy planning services.
  2. Business Owners: Entrepreneurs or family-owned businesses in need of assistance with succession planning, tax-efficient strategies, or integrating personal and business financial goals.
  3. Corporate Executives: Professionals with complex compensation packages, such as stock options, looking for comprehensive financial planning.
  4. Professionals Approaching Retirement: Individuals preparing for retirement who want to ensure a secure and sustainable income strategy.
  5. Beneficiaries of Significant Inheritances: Heirs managing new wealth and seeking guidance on preservation, investment, and intergenerational planning.
  6. Legal and Tax Advisors: Professionals with clients requiring specialized wealth management services, estate planning, or family office solutions.
  7. Philanthropic Individuals or Organizations: Clients interested in charitable giving or establishing philanthropic legacies.
  8. Divorcees or Widows/Widowers: Individuals navigating significant life changes and needing financial guidance for asset division, estate planning, or long-term security.