Families, Family Offices & Family Foundations

Harpswell cherishes its partnerships with families and family foundations.  We operate as a private wealth advisor for a select roster of families, bringing a structured approach to investments and philanthropy.  The firm delivers a multi-family office suite of investment solutions delivered with a white-glove level of personalized service.

The investment industry has evolved; are you partnered with the right advisor?  Harpswell’s investment model brings better service, lower fees and custom options which were not available ten years ago.  This is where the industry is heading - we are there. 

Harpswell brings its OCIO approach to serving families, starting with a comprehensive investment policy analysis to make sure your policies are aligned with your goals and preferences.  From there, we take on manager engagement and due-diligence duties and implement your strategic portfolio.  As your dedicated investment partner, Harpswell serves you as fiduciary, advocate and trusted advisor. 

Harpswell’s family office services include:  RFP execution, investment committee advocacy, best practices review, manager due diligence, investment policy analysis, family office establishment, foundation policy review, performance analysis, ESG/values-based investment, and cash management.  For some family operations, Harpswell provides tactical services aimed at fulfilling specific functions within the wide range of family office needs.  These services can be one-time offerings, or part of an on-going engagement. 

If you would like to explore a partnership with Harpswell, we invite you to reach out.

Harpswell’s Services for Families

Harpswell’s full suite of OCIO services are provided to our clients with no additional fee.
*Services offered to select clients.  Please reach out to discuss how Harpswell can help you.