About Us
Harvard Wealth Strategy and Management (HWSM) is the world’s premier advisory firm dedicated to family legacy and wealth education. Headquartered in New York, we provide bespoke strategies that empower families and businesses to build, preserve, and transfer wealth across generations. Our approach ensures sustainable success through tailored guidance and innovative, win-win solutions.
Family Business Strategies
Next-Generation Development Planning
Investment & Growth Strategies
Family Legacy Strategies
Wealth Planning for New Immigrants
Our Commitment
At HWSM, we specialize in helping families and businesses create, grow, and sustain generational wealth and legacy. We offer personalized strategies designed to optimize wealth preservation while fostering long-term success. With our expertise, you receive tailored insights and solutions that go beyond expectations to achieve extraordinary results.
