500+
Business & families served by our team
$2B+
Net worth providing advice & guidance
30+
Years of service & commitment
Sophisticated family office advisory services to deliver essential insights into your family's financial position.
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You worked hard for your money. You shouldn’t have to work harder to keep it. Managing your family’s wealth and legacy is a full-time job that requires the expertise of a team of financial professionals. Get help from a family office advisory team you can trust.
Plan for Perpetuity
Running a private family office is different from a simple investment account. Your family office is more than an investment fund; it is a full-service management system that ensures your real estate holdings are maintained, your budget is balanced, and your assets are insured. With a family office, you have your financial future managed for you including:
Budgeting
Investment Analysis
Tax Planning
Planned Giving
Estate Planning
Grow Your Money
Your investments need to be able to adapt with the times if they’re to last for future generations. That’s why we help you identify new opportunities for growth. Some strategies we’ve helped our clients pursue include:
High Growth
Long-Term Stability
Socially Responsible Investing
Get Detailed and Timely Reports
Getting a clear picture of your financial position is no easy task. Combing through bills and expenditures, statements and spreadsheets takes time. We handle the documentation for you and present you with comprehensive financial reports to give you a clear picture of:
Cash Flow
Debt Burden
Return on Investment Across All Managers
Budget Forecasts
Strategic Plan
Make an Impact
Leaving a legacy means more than money for your children. It also means solidifying your social reputation with good and important deeds. The Sharp Financial Group can help you put your money where it will make the most social impact through tax-saving vehicles such as:
Foundations
Charitable Lead Trusts
Charitable Remainder Trusts
Donor Advised Funds
Concierge Services
Handling the details to keep your life organized and give you your time back by providing :
Vendor Management
Property Management
Travel and Event Coordination
Personal Administrative Support
We collaborate closely with you to achieve exceptional results, emphasizing seamless cooperation and the creation of value tailored to your needs.
Our financial services ensure your family office is taken care of top to bottom. You will work with a team of professionals to ensure that we meet all the needs of any family office:
Accounting & Tax Planning
Business Strategy Advisory
Wealth Management
Investment Management Services
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Our competitors often tout the diversity of their clients’ industries–for-profit, nonprofit, private sector, public sector, small business, private equity. We think you get value by having a financial management team that has one focus: you.
Sharp Financial specializes in helping owner-operators of privately held businesses maximize their potential and grow their wealth. We pride ourselves in our multi-family office services. Your family built your life around your business
We built a long-term partnership with a client by first addressing their tax and accounting needs, and then further deepening our relationship as the client's business and personal wealth grew. After playing a pivotal role in the successful sale of their business, we continue to manage their family office.
Your family office is more than an investment fund–it ensures a future for your family and your legacy. Why choose Sharp Financial for family office services?
Keep more of your money with expert tax planning services that will find you opportunities for savings
Consolidate your financial strategy with a family office that coordinates the managers across all the funds in your portfolio
Make your money work for you with services to manage all of your assets both financial and physical
Gain financial clarity with data-driven insights and streamlined reporting methods
Leave behind a legacy with charitable bequests that ensure your and your family’s legacy
Whether you’ve started scaling your company, are looking for an exit opportunity, or planning for your family’s financial future, we can help you take the next best step.
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