Meeting the challenges of business and family wealth
The Harris Gibson Group
410-576-3207
410-576-3211
855-635-0357
500 East Pratt Street
11th Floor
Baltimore, MD 21202
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 and expertise 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.
Business owners
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.
“We share your vision and work closely to achieve your goals, whether you’re building, transitioning or exiting your business.”
— Kyle Harris
Ready to exit?
Percentage of business owners who want to exit their businesses within the next five years.
Percentage of business owners who have no formal exit strategy.
Wealth planning
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.
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.
“Your plan helps serve as a guiding document for your financial life, and will seek to provide for the generations to come.”
— Bart Gibson
The importance of planning
Percentage of investors with a detailed financial plan who feel confident about achieving a comfortable retirement.
Percentage of investors with a detailed financial plan who feel confident about leaving an inheritance to their heirs.
Client service
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.
A global leader
Access to the extensive resources of UBS
In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At UBS, as one of the world’s largest wealth managers, we have a presence in more than 50 countries around the globe.
Kyle Harris and Bart Gibson have been recognized as industry leaders.
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Kyle Harris, Forbes America's Top Next Generation Wealth Advisors, 2018, 2019
- Kyle Harris, UBS Top 35 Under 35, 2016, 2017, 2018
- Bart Gibson, UBS Mid-Atlantic Top 40 Under 40, 2014, 2015
Financial planning checklist
Insights
