Family Office Services for every need in your life
Offering family office services was a key factor in Ricardo’s decision to establish Harbor Private Wealth. It allows him to fully offer the specialized training and experience as a family office advisor.
We serve as our clients’ dedicated financial concierge, providing a holistic approach to each family’s financial affairs and connecting them with opportunities and professionals for any and all needs – including legal matters, insurance, tax services, real estate, asset management, estate planning, lending, art advisory, aircraft leasing, and more.
We also promote family unity through financial education and family governance to preserve your values and traditions, and prepare your heirs to be responsible stewards of the wealth they will inherit. It’s the level of service your family truly deserves, delivered with the utmost confidentiality and privacy.
A volatile year with a silver lining
Bond market perspective
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.