Tailored Solution for Family Offices | Harris Fraser

Tailored Solution for Family Offices

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Harris Fraser offers financial solutions tailored to the Family Offices.

Harris Fraser supports families in defining, designing and enhancing their family office and their current arrangements. We provide advisory services on suitable operation structures, governance, investment board and proactive risk management frameworks. We understand every family is different, their goals are unique with different challenges and ambitions, we strive to deliver a tailored one-stop solution that goes above and beyond traditional financial services that other financial firms can offer.

As a one-stop financial platform, we work seamlessly with our group companies and benefited from their individual capabilities.


Why we are different?

We can help you on your road to success

  • We have extensive business networks together with major insurance companies and financial institutions.
  • We partner with reputable private banks to offer our clients with personalised financial and investment services and products.
  • Together with Mason's Group, we provide our corporate clients with a full range of investment banking services.
  • All our relationship managers are hand-picked for their expertise and experience. Our clients will have their dedicated relationship mangers to look after their needs and to support them from all walks of journey with us.
Service Features

Portfolio Management

Harris Fraser offers a range of portfolio management services to Family Office clients including traditional asset management, investment advisory services and private banking advisory.

In line with our investment philosophy, we avoid asset overpricing and ‘herd’ mentality investments in our allocations to protect your capital.

Investment Consultancy

Our consulting team focuses on providing in-depth investment insights to generate profitable portfolio allocations. We assist our valued clients to discover specific market dislocations and emerging themes, which have yet to be exploited by the broader market. Clients are able to make profit from them before other investors ‘crowd’ the same ideal.

Family and Business Advisory


Family wealth is not just financial assets. It involves challenges like taxation, philanthropy and multi-generational cooperation, which require specialist advice. Clients can benefit from Harris Fraser's specialist family advisory services and our long experience in working with professional intermediaries and unique valued clients.

Family Business Planning

Well-considered advice for family business planning can make the difference by considering the business's governance system, rules of engagement and leadership succession planning to ensure continued family ownership, liquidity and flexibility.

Family Governance

We help families develop and implement a customised framework to improve profitable decision-making whilst reducing the risk of family conflicts. This may include actions like guidance in establishing a family mission statement or a family constitution.

Harris Fraser Healthcare Solutions

Your health is the most precious asset.

Let us be your trusted wealth and health partner.

Wealth and health are vital in life. By applying the wealth management model to the healthcare sector, Harris Fraser partners with scientists and medical executives to provide healthcare management solutions for families, children, and individuals.

What people say about Harris Fraser Group?
  • Harris Fraser Group is the most trusted partner in wealth management. The Group has been in business and has had very consistent performance since the 1990s. For that is very precious.

    Philip Lau, Mason Group Managing Director and Chief Executive of Global Wealth Management

  • We want our clients to grow with us, their wealth, to grow with us. We’ve stayed in the industry for thirty years because we can meet our clients’ needs.