Multi-Family Office Solutions for Families with Complex Wealth
Wealth at this level touches everything—business, family, philanthropy, and legacy. Harvest brings structure and clarity to that complexity, helping families protect what they’ve built, prepare the next generation, and give with lasting intention.
A Blueprint for Clarity
Our comprehensive framework for ultra-high net worth families is designed to order and protect your financial landscape and create unity among the family.
Safeguard Assets
Comprehensive risk management and tax-efficient strategies that protect wealth and preserve freedom.
Navigate Complexity
Integrated planning and investment coordination that align every part of your financial life.
Create Continuity
Family governance and education that strengthen relationships and prepare future stewards.
Give with Intention
Philanthropy and legacy planning that reflect your values and magnify your impact.
Services for Managing Family Wealth
With decades of expertise and a discreet, collaborative approach, our multi-family team guides families through the financial and interpersonal dimensions of wealth. We also collaborate closely with your legal, tax, and philanthropic advisors to ensure seamless execution across every domain of your financial life.
Risk Mitigation
Proactive identification and management of risks that could impact your wealth, supported by strategies to protect assets and long-term security.
Tax & Estate Strategy
Thoughtful tax planning and estate design that preserve wealth across generations and align with your family’s long-term vision.
Wealth Management
Customized investment strategies anchored by a disciplined policy and tactical asset allocation to keep your portfolio aligned with evolving goals.
Family Governance & Continuity
Facilitating productive dialogue, shared values, and governance frameworks that strengthen relationships and prepare future stewards.
Estate & Wealth Transfer
Comprehensive strategies to ensure seamless asset transitions, protect family harmony, and carry your legacy forward with intention.
Why Families Choose Harvest Advisors
Personalized Partnership
We design strategies built around your family’s goals, not a standard playbook.
Proactive Stewardship
We anticipate change and adjust accordingly, keeping your plan aligned to your goals through shifting markets and family transitions.
Trusted Expertise
Decades of experience in investment management, estate strategy, and governance guide every recommendation.
Lasting Confidence
Generational wealth deserves consistency. Our team provides guidance that protects stability and ensures continuity over time.
Meet Marc Henn, our CEO and the leader of our multi-family office.
With over 30 years of experience in multi-family office and wealth management, Marc Henn brings unique insights and fresh thinking to every partnership.
The Multi-Family Planning Process
We offer the structure and strategy to help grow your wealth—and the personal guidance to help you thrive.
1
Understand Your Family’s Vision
We begin by understanding your family’s values, relationships, and long-term goals. As an independent, fee-only firm, we are dedicated to transparency, discretion, and an unwavering commitment to your best interests.
2
Clarify Goals and Gather Insight
Together, we identify your priorities and gather the financial details needed to guide your strategy.
3
Analyze the Full Picture
Our advisors evaluate your investment structure, tax exposures, and estate framework to uncover opportunities for optimization and alignment.
4
Design and Implement the Plan
Drawing on deep expertise and close collaboration with your existing advisors, we create and execute a strategy that integrates wealth management, risk mitigation, and family governance.
5
Monitor and Evolve Over Time
Through ongoing reviews and thoughtful communication, we ensure your strategy adapts as your family grows, markets shift, and new opportunities emerge.
Power Plays of the Wealthy: How to Retire Early, Supercharge Your Cash Flow, and Minimize Taxes
by Marc Henn, CEO & Founder of Harvest Advisors
Take advantage of the opportunities ahead.
Our approach to managing wealth aims to help you live unburdened, and enjoy what you’re building.