Harbourfront Wealth Management
Harbourfront Wealth Management offers comprehensive wealth management solutions including a unified managed account program, specialized wealth strategies, and private asset classes. The firm also supports philanthropy through its Harbourfront Gives Foundation and operates internationally with a division in the United States.
Unified Managed Account Program: Watermark Private Portfolios
Harbourfront Wealth Management offers Watermark Private Portfolios, a unified managed account program. This program includes a variety of investment options such as stocks, bonds, ETFs, and managed investments, all consolidated into one account. Clients benefit from a diversified investment strategy that allows for comprehensive asset management under a unified umbrella, aiming to streamline the investment process and optimize portfolio performance.
Specialized Wealth Strategies
Harbourfront Wealth Management provides a range of specialized wealth strategies aimed at addressing specific financial needs. Services include asset protection, tax planning using trusts, private credit investments, and real estate pools. These strategies are designed to cater to the complex financial situations of their clients, providing them with a tailored approach to managing and safeguarding their wealth.
Harbourfront Wealth America Services
Harbourfront Wealth Management operates a division known as Harbourfront Wealth America to serve clients in the United States. This division extends the firm's wealth management services across borders, ensuring that American clients have access to specialized financial planning and investment solutions. The services provided through Harbourfront Wealth America include the same detailed attention and tailored strategies that the primary firm offers.
Multi-Family Office Services
For ultra-high net worth individuals, Harbourfront Wealth Management offers multi-family office services. These services provide a comprehensive, multi-disciplined approach to wealth management, addressing the complex financial needs of affluent clients. The multi-family office service includes extensive financial planning, investment management, and other specialized services designed to preserve and grow substantial estates.
Harbourfront Gives Foundation
Harbourfront Wealth Management manages the Harbourfront Gives Foundation, a charitable organization aimed at giving back to the community. The foundation focuses on various philanthropic activities, supporting causes that align with the values and mission of the firm. Through Harbourfront Gives, the company demonstrates its commitment to social responsibility and community engagement.