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.
Our comprehensive framework for ultra-high net worth families is designed to order and protect your financial landscape and create unity among the family.
Comprehensive risk management and tax-efficient strategies that protect wealth and preserve freedom.
Integrated planning and investment coordination that align every part of your financial life.
Family governance and education that strengthen relationships and prepare future stewards.
Philanthropy and legacy planning that reflect your values and magnify your impact.
Talk to a family wealth advisor >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.
Proactive identification and management of risks that could impact your wealth, supported by strategies to protect assets and long-term security.e.
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Thoughtful tax planning and estate design that preserve wealth across generations and align with your family’s long-term vision.
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Customized investment strategies anchored by a disciplined policy and tactical asset allocation to keep your portfolio aligned with evolving goals.
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Facilitating productive dialogue, shared values, and governance frameworks that strengthen relationships and prepare future stewards.
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Comprehensive strategies to ensure seamless asset transitions, protect family harmony, and carry your legacy forward with intention.
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We design strategies built around your family’s goals, not a standard playbook.
We anticipate change and adjust accordingly, keeping your plan aligned to your goals through shifting markets and family transitions.
Decades of experience in investment management, estate strategy, and governance guide every recommendation.
Generational wealth deserves consistency. Our team provides guidance that protects stability and ensures continuity over time.
With over 30 years of experience in multi-family office and wealth management, Marc Henn brings unique insights and fresh thinking to every partnership.
Marc has spent over 30 years guiding family office and wealth management clients through personalized financial strategies. A Certified Financial Planner® Practitioner, he is affiliated with the College for Financial Planning and the Financial Planning Association (FPA). He has also served as a Financial Industry Regulatory Authority (FINRA) Arbitrator and is a member of the American Numismatic Association. Most recently, he obtained his Certified Exit Planning Advisor® designation.
Marc earned his Bachelor of Science in Economics from Purdue University in 1990. Beyond working with clients, he is passionate about educating the next generation and regularly speaks to groups of all ages about financial planning and investing.
Outside of work, Marc is actively involved in his church and finds joy in spending time with his wife and five daughters.
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.
Together, we identify your priorities and gather the financial details needed to guide your strategy.
Our advisors evaluate your investment structure, tax exposures, and estate framework to uncover opportunities for optimization and alignment.
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.
Through ongoing reviews and thoughtful communication, we ensure your strategy adapts as your family grows, markets shift, and new opportunities emerge.
