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.