Dynamic solutions for complex wealth

Navigating the complexities of business and family wealth

The Harris Gibson Group seeks to provide a thorough wealth management experience using a disciplined process to help you and your family define and pursue your goals wherever you are in life. With a specific focus on the imperative needs of small business owners and the challenges of managing multigenerational wealth, we have the experience necessary to handle your unique financial situation.

You face important decisions and it’s essential to have an experienced advisor in your corner. We provide an objective and integrated wealth management process that helps harmonize all aspects of your financial life and protect the lifestyle you have so carefully built. Is it time for a more sophisticated approach to your financial life, led by a team of highly skilled professionals?

Why work with us:

  • Our goals-based planning approach centers on understanding your priorities, working with you at each stage of life and helping you develop your estate planning strategy.
  • We have extensive experience helping clients preserve and transition their businesses.
  • We’re your advocate. We are dedicated to your best interests, your business and each generation of your family.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.


Business owners

wealth-planning family

Wealth planning


Client service

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.



The proof is in our numbers

1.7 Billions

Assets under management

As of 01/09/2024

Over 100 years

Collective years of experience


Years in business as a team

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager