Helping families grow and succeed for over 35 years
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Our Family Office lets you focus on what’s really important: your family
Your drive got you where you are. Ours helps take you where you want to go.
The success of your business doesn’t just generate wealth for your family, it impacts communities and beyond. We’re proud to help you thrive.
Working with James Harris & Co. has provided real peace of mind. We know our wealth and business decisions are aligned with our values and long-term goals. Their team brings clarity and coordination across every part of our financial life.” — Dan Smith
Working with James Harris & Co. has provided real peace of mind. We know our wealth and business decisions are aligned with our values and long-term goals. Their team brings clarity and coordination across every part of our financial life.”
We walk your family through a clear framework of valuation, exploring sale or transition alternatives, and help you clarify your goals and legacy before structuring a deal—with the firm introducing them to relevant specialists as needed.
We facilitate intergenerational dialogue to align values and expectations, structure roles and responsibilities, and stage transition of leadership gradually to preserve harmony and stewardship continuity.
We act like a family office coordinator—bringing together legal, tax, accounting, and wealth professionals into a unified team—with yourself as the integrator to ensure plans are aligned and goals honored.