With decades of experience working with families and finding solutions, we know how to navigate challenges.
Lean More
Managing a family’s wealth takes more than one advisor—it takes a team. True success requires specialists who understand everything from investments and tax planning strategies to estate planning strategies, insurance, and business strategy—all working together; guided by a highly experienced big-picture leader.
At James Harris & Company, we bring that level of collaboration to every relationship. Much like a family office, we go beyond traditional wealth management to connect families with a wide range of strategies and resources designed to support their goals today and for generations to come.
Imagine a first-generation CEO who has spent decades building a successful family business.
As the next chapter approaches, the challenge isn’t just handing over the keys—it’s making sure the next generation is ready to lead, the family remains united, and the company continues to thrive.
We help create a thoughtful succession plan that eases the transition of leadership while honoring the founder’s vision. At the same time, we prepare the next generation to be responsible stewards of both the business and the family’s wealth, ensuring harmony today and a strong foundation for tomorrow.
Set Appointment
An opportunity to connect and understand the big picture.
What does the future look like? We’ll define it together.
A blueprint designed for where you are and where you want to go.
We implement and manage the plan; keeping you updated on its progress.