Family Advisory
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.
Asset Allocation
Harmony’s team of experienced professionals combines a deep understanding of the market with institutional-grade research to deliver unique, unbiased and actionable insights to our clients. We create further value by acting as a gatekeeper across all aspects of the investment cycle while curating the best services from leading private banks to deliver a total solution to our clients, from deal sourcing and investment analysis to risk assessment, position monitoring and execution.
Alternative Assets
Private Equity. Real Estate. Collectibles.
Alternative assets can help grow businesses, enhance returns and preserve wealth. Our extensive private market experience and close ties with some of the world’s leading private equity funds and their limited partners give us an edge in accessing blue-chip private equity deals, help our clients issue private debt and equity, and pursue merger & acquisitions across markets and industries, even within niche sectors as sports, fintech, digital assets and experimental technology.