Public Markets. Alternative Assets.

At Harmony, our interests are fully aligned with the families we serve. With more than 80 years of combined senior expertise in the world’s largest financial institutions, we have the technical edge to provide guidance, perspective and practical solutions to address families’ broad financial picture.

Operating a platform backed by institutional best practices in advisory and execution, asset management and trading technology, we leverage our global network of senior relationships in finance and business to offer fresh ideas, tailor innovative strategies, customize investment vehicles and unearth proprietary opportunities across both public market and alternative asset classes.

Client Testimonial

“Harmony helps me to focus on the future, rather than the present. After trying to work out my business, investment, family and live priorities in the short, medium and long term, the firm then tried to understand my latest challenges around capital preservation and growth, as well as our growing business’s voracious appetitive for funding. Besides advising me on the best private banking partners to work with, Harmony is constantly trying to broaden my comfort zone around countries and asset classes. Harmony also gave me plenty of advice on my first foray into philanthropy and helped me professionalize my related initiative.”

— Philanthropist and Head of a multinational conglomerate

Services Main | Family Advisory | Asset Allocation | Alternative Assets | Concierge