Meeting the challenges of business and family wealth

Helping you preserve what you’ve built

Whether you are weighing the right investment strategy, maintaining adequate liquidity or planning your exit, we can work closely together to provide solutions at each stage of your business' life cycle.

Your financial advocate
Although many business owners share similar concerns, we recognize that your business needs are unique. From banking and risk management solutions to retirement planning and our strategic partnership capabilities, we work together with you, connecting you to the resources you need to solve any issue that may arise.

Transitioning your business
When you’re looking to transition or exit your business, we have the experience, network and access to our investment bank network to meet your needs. We can work with CPAs and attorneys to help compare the economic benefits of various tax-efficient succession scenarios. Our process offers detailed cash flow modeling, clearly illustrating what it would look like to sell to a strategic buyer, sell to a financial buyer, utilize a dividend recap or sell to an ESOP.

Solutions for captive insurance companies
With more than 15 years of industry experience, The Harris Gibson Group understands the needs of corporations and groups that want to take financial control and manage their own risk. Our relationship with Oxford Risk Management Group allows us to specifically address the investment needs of captive insurance companies.

Understanding what is important

By actively listening, our team gets to know you, your family and what’s most important in your life. It takes a committed and deep conversation to get a full appreciation of your goals for the future. We believe it’s how we build trust in our advice so you will understand how dedicated we are to your financial well-being.

Liquidity. Longevity. Legacy.
Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

Financial planning
We help you create a personalized financial plan that evolves with your changing life and priorities. In that way, we can help you pursue what matters most—today, tomorrow and for generations to come.

Trust and estate planning strategies
You’ve worked hard to provide for your family, send your kids to school and plan your retirement. For your wealth to grow through generations, you need tailored strategies specific to your family situation. We can provide tax-efficient solutions to help preserve your assets across generations.

Charitable giving and philanthropic solutions
Through family foundations, donor-advised funds and a variety of strategies specific to your situation, we can help you get the most from your charitable giving while potentially providing relief on your taxes. In addition, our actionable plan can help children and heirs prepare for the future and understand the value of their assets.

Bart Gibson and Kyle Harris support the Casey Cares Foundation, a nonprofit organization that provides uplifting programs for critically ill children and their families throughout the Mid-Atlantic region.

Clear communication that keeps you connected

Exceptional service builds enduring client relationships. That belief is fundamental to our practice. And proactive communication is the heart of our service philosophy.

Attention on your terms
We work closely with you and your family, keeping in touch through regular calls and meetings that fit your schedule. Timely information is essential to helping you keep your financial plan up to date and on track.

Collaborating with your other trusted advisors
By working with your CPA, estate attorney, business attorney or other trusted advisors, we help coordinate all perspectives into one, integrated approach. In addition, we have access to an extensive network of legal and tax professionals.

Client service team
Clients rely on our client service team for an array of administrative and operational support, including setting up online accounts, providing customized reporting, helping organize tax information, or simplifying financial and investment issues.

Our fiduciary duty
Integrity, objectivity and diligence are the heart of our business. Integrity—we do what we say we’re going to do, full disclosure and no surprises. Objectivity—we serve your best interests by remaining impartial and understanding the facts. Diligence—we listen, research, strategize and implement, taking into account your entire financial picture.