Not all experts are created equal
You want an adviser aligned to your best interests and with the specific expertise to address your needs. We curate a network of some of the most sophisticated advisers in the U.S. to help you make the most of your unique position.
Get access to financial, tax and legal expertise
Whether your ambitions sit in the near term, focus on future generations, or have a philanthropic angle, we work with carefully curated advisers to help you achieve your goals.
We take best in class seriously
We rigorously evaluate and individually interview the expert advisers we work with before we recommend them to you.
In collaboration with our Advisory Council of former CEOs, policy-makers and ultra-high-net-worth family office executives, we’ve developed an extensive diligence process for advisers who work with us.
We collect information on over 100 attributes for each adviser and their firm, covering not only their experience, services and fees, but also hiring processes, cyber security and internal audits and controls.
Personalized insight, leading-edge technology
Our needs-based adviser pairing process puts professional insight and experience into a seamless and personalized digital platform.
Understanding your needs
We begin by getting to know you. We want to understand your goals, requirements and motivations, as well as your current financial picture. This will form the basis for developing your next steps and your long-term strategy.
Finding your adviser
We use what we learn about you to target desirable qualities and characteristics in the advisers we pair you with. We look at who they are, where they are and how they work, to create precision matches.
Adviser fee structure
Our advisers have a variety of fee structures. The fee structure of the specific advisers you are paired with will be shown on your adviser dashboard before you select your adviser.
You will not be charged an incremental fee by Harness Wealth or our advisers for using our service. We are paid by the advisers for the clients that we refer. It is a small portion of their standard fee.
Experience and expertise underpin everything
Our Advisory Council is a group of accomplished executives, professors, and policy-makers. Their collective experience forms the basis of our screening process and helps us to stay ahead of the curve to meet your needs. *
Robert is Chief Executive Officer of Ekahi Aloha LLC, a large single family office, overseeing all aspects of the organization’s investments and operations. He began his career in the tax practice at Price Waterhouse and has over 25 years of professional experience working with ultra-high-net-worth families.
Maliz is the former CEO of two of the four largest U.S. retirement investment platforms. She ran Voya Financial Retirement Solutions (Formerly ING US) with $480 billion in assets serving 48,000 institutions and 15 million customers and was previously President and CEO of TIAA-CREF Individual and Institutional Services.
John was the Commissioner of the IRS from 2013 to 2017. He previously served as the non-executive chairman of Freddie Mac from 2008 to 2012 and as acting Chief Executive Officer in 2009. John has been President of the U.S. Soccer Foundation, Deputy Mayor and City Administrator of Washington D.C.
Luis is the George E. Bates Professor and Senior Associate Dean for Executive Education at Harvard Business School. He is a Research Associate at the National Bureau of Economic Research.
Edith is a Senior Director at Goldman Sachs and previously served as Executive Vice President and Head of Global Human Capital Management. She is a member of the Board of Directors of Slack, Etsy, The Museum of Modern Art, Northwestern University and Mt. Sinai Hospital.
* Our Advisory Council does not provide investment advice.