Harris Moor Finance Ltd.

Overview

Harris Moor Finance SA describes itself as an independent multi-family office providing personalized support for clients with complex financial and family needs. The firm works with wealthy individuals, families, entrepreneurs, and businesses globally.¹

The firm reports that it is authorized by FINMA as a portfolio manager and supervised by AOOS, the Swiss Corporation for Supervision. FINMA’s licensed portfolio manager register lists Harris Moor Finance SA in Lugano under AOOS supervision.¹²

History

Harris Moor Finance’s origin story connects the firm’s name and inspiration to a chance meeting in the United States with a finance professional who had worked on Wall Street in the 1960s.³

Leadership

Andrea Moor is the founder and CEO, responsible for the firm’s overall leadership. The team page describes his background as including more than 20 years of international banking experience, including private banking at Julius Baer.⁴

Frieda Moor serves as Chief Administrative Officer and Chief Marketing Officer, overseeing internal administration and the firm’s brand representation.⁴

Luca Citella is Junior Compliance, Risk and Wealth Manager. He holds a Master of Science in Finance from the University of Lausanne and participated in the Swiss final of the CFA Institute Research Challenge in 2021.⁴

Services

Harris Moor Finance offers four broad solution areas: integrated wealth and estate planning, investment management, family succession and governance, and strategic consulting. The firm says these solutions can be used individually or combined into a holistic plan.⁵

Its investment management service creates customized portfolios based on each client’s risk profile and needs.¹

The firm’s family legacy and governance work is designed to help families pass their heritage, culture, and values to future generations.¹

Harris Moor Finance also collaborates with specialist partners to provide advice across finance, taxation, legal, and inheritance matters.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Family governance and education

Client focus

The firm serves wealthy individuals, families, entrepreneurs, and businesses seeking personalized support for complex financial, succession, governance, and strategic requirements.¹

Approach

Harris Moor Finance says its approach centers on protecting, growing, and preserving family wealth through long-term, trusted relationships.¹

Its integrated model allows clients to combine wealth planning, investment management, succession and governance work, and strategic consulting according to their circumstances.⁵

FAQs

Related resources

• LocationMultifamily offices in Lugano

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• GuideMultifamily office services

  This overview explains the main services a multi-family office may provide, including investment management, financial planning, tax and estate planning, and family education. A reader can use it to organize questions about which services may matter for personal wealth, business interests, and family decision-making.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for owners of family-run companies. Its resources can help an entrepreneur or business-owning family think through succession, governance, ownership decisions, and continuity while assessing whether a multi-family office could support related financial and family planning needs.

• GuideData privacy and security with an MFO

  This page outlines data privacy and security questions to raise with a multi-family office. For a family or business owner sharing financial, tax, estate, and governance information with a firm in Switzerland that serves clients worldwide, it provides a checklist for discussing access, storage, confidentiality, and communication practices.

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  Profiles for Helvetia Investment Advisors SA, Safira Wealth Management, and T&T International Wealth Management AG provide similar points of comparison. Reviewing their stated services, locations, and client focus can help a reader prepare focused questions for Harris Moor Finance SA about investment management, planning, and support for families or businesses.

Sources

1. Harris Moor Finance SA, About
2. FINMA, Licensed portfolio managers register
3. Harris Moor Finance SA, Our beginning
4. Harris Moor Finance SA, Team
5. Harris Moor Finance SA, Solutions

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.