Harris Private Bank

H ARRIS P RIVATE B ANK Overview of Wealth Management Capabilities

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Harris Private Bank: A Distinct Difference Customized Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Investment Management and Advisory Trust and Estate Administration Services Income Tax Planning Wealth Transfer and Insurance Tailored Banking and Lending Solutions Philanthropy Family Office Services Financial Planning CLIENT

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Overview of Harris ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Chicago Seattle Redwood City Los Angeles Vero Beach West Palm Beach Naples Sarasota Atlanta McLean Phoenix Tucson Denver New York N. Indiana

Harris Private Bank: A Distinct Difference ,[object Object],[object Object],[object Object],[object Object],[object Object],All the Pieces Are in Place for You

Harris is a trade name used by Harris N.A. and its affiliates. Harris Private Bank is a trade name used by various financial service providers in the Harris Financial Corp. Banking products and services offered by Harris Private Bank are provided by Harris N.A., The Harris Bank N.A. and their bank affiliates. Members FDIC. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney Inc., an SEC-registered investment advisor. Family Office Services are provided by Harris myCFO, Inc. Investment Advisory Services are also offered by Harris my CFO Investment Advisory Services LLC, an SEC-registered investment advisor and a wholly-owned subsidiary of Harris myCFO, Inc. Harris Investment Management, Inc. is an SEC-registered investment advisor and a subsidiary of Harris Bankcorp, Inc. (1) The information and opinions in this presentation are based on sources believed to be reliable, but are not represented as accurate or complete. Opinions expressed are current as of the date of the presentation and are subject to change. This presentation does not constitute a solicitation to buy or sell securities. Small Cap and International investing, especially in emerging markets, pose higher risk. Past performance is not indicative of future results. MUTUAL FUNDS ARE: NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE. (2) United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors. (3) Trust services are provided by Harris N.A. and The Harris Bank N.A.; consult state law to verify fiduciary capabilities. Harris does not render tax advice. Please consult your tax advisor. You should discuss your particular estate planning situation with a qualified attorney. Estate planning requires legal assistance, which Harris does not provide. Not all products and services are offered in every state and/or location. ,[object Object]

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Harris Private Bank

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Harris Private Bank