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    Harris myCFO™ Expands Tax Planning Experti se

    Harris myCFO™ Expands Tax Planning Expertise

    CHICAGO; February 11, 2009 -Terry Jenkins, head of U.S. wealth management at Harris®, announced today that, subject to conditions of closing, the team from Pierce, Givens and Associates LLC will be joining the Chicago office of Harris myCFO™. The Pierce, Givens professionals focus on tax planning and compliance for ultra high-net-worth individuals, family groups and family offices. They will join Harris myCFO in providing a comprehensive suite of family office services and solutions to these unique clients.

    “Their tax planning competency, coupled with an intimate understanding of the needs of families with significant wealth, makes Pierce, Givens an extremely valuable addition to the Harris myCFO team,” said Joe Calabrese, President, Harris myCFO. “We consistently strive to expand our expertise and bring together highly skilled professionals as advocates for our clients and to help them navigate the issues and complexities that come with managing wealth. Pierce, Givens’ capabilities support and enhance our ability to integrate professional tax planning with all aspects of a client’s financial picture.”

    The Pierce, Givens professionals will join Harris myCFO’s tax professionals in helping clients:

    • create tax strategies that support estate and philanthropic plans,
    • implement tax-sensitive investment strategies and financial structures,
    • develop tax minimization strategies,
    • comply with tax filing requirements, and
    • resolve other tax and financial issues.

    Pierce, Givens & Associates LLC is a boutique accounting practice located in Chicago serving family offices and high-net-worth individuals across the country. The firm was established in 1994 and currently employs 15 professionals with significant experience and expertise w orking with family offices. The firm is well-known in the family office niche.

    “I am excited for my firm to join Harris myCFO,” said Kristine Givens, owner of Pierce, Givens. “Our organizations have an ideal philosophical and cultural fit in that we are client advocates who strive to provide practical, effective solutions. In addition to the tax consulting and compliance services that we currently provide, we will have access to an expanded set of services such as philanthropy planning, investment advisory and trust and estate administration.”

    About Harris myCFO
    Harris myCFO offers high-net-worth clients comprehensive family office guidance and services, including integrated and customized investment advisory, income tax planning and compliance, estate planning, philanthropy, insurance evaluation, concierge, financial reporting, expense management and bill paying. For more information, please visit www.harrismycfo.com.

    About Harris Private Bank
    Harris Private Bank offers a comprehensive range of wealth management strategies and solutions to meet the unique financial needs of our clients. Our experienced financial professionals help clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service. Harris Private Bank is a member of the Harris family of wealth management services.

    About Harris
    Harris is an integrated financial service organization providing more than 1.2 million personal, business and corporate clients with banking, lending, investing and wealth management solutions. The organization is a member of the BMO Financial Group (NYSE, TSX: BMO), which also provides corporate and investment banking services in the U.S. under the BMO Capital Markets name.

    Harris myCFO™ is the brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers. Harris® is a trade name used by various financial service subsidiaries of Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank, N.A. and their bank affiliates. Member FDIC. Brokerage products are offered through Harris Investor Services, Inc. (HIS), a registered broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc. (HBIS). Securities are provided by BMO Capital Markets Corp. (BMOCM), a registered broker dealer and member NYSE, FINRA and SIPC. HIS, HBIS and BMOCM are affiliated companies and are wholly owned subsidiaries of Harris Financial Corp. Products offered by HIS, HBIS and BMOCM are Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition to any bank loan or service. Not all products and services are offered in every state and/or location.

    Colleen Kroll, Harris (312) 461-7865

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