Sophisticated family office advisory services to deliver essential insights into your family's financial position
Why choose The Sharp Financial Group for family office services?
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.
With over 25 years working with high-net-worth families like yours, The Sharp Financial Group has everything your family needs to put your wealth to work for you. Our team of tax and accounting professionals and investment advisors will work with you to establish your financial and personal goals, develop a business strategy around them, and employ the best services to achieve them.
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:
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:
The Sharp Financial Group has investment advisors to help you preserve, manage and grow your assets.
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:
Equipped with knowledge of your business’s financial position and its potential financial future, you can make better decisions. And The Sharp Financial Group is the advisory firm to steer you to them.
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:
Whatever is important to you likely has a charitable cause that you can contribute to. We can research organizations and funds making an impact in the areas you care about most.
Handling the details to keep your life organized and give you your time back by providing :
Get wealth management, accounting, tax prep, and more all in one place
Assets under management
Years providing financial services to families like yours
Millionaires created under our supervision
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:
Our family office services target entrepreneurs, making their money work for them.
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.
The Sharp Financial Group 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. Let’s build a life for your family.
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
Our family office services focus not just on making you returns now, but ensuring the survival of your wealth for decades to come.
With eight CPAs on staff and over 300 millionaires created, The Sharp Financial Group is committed to protecting your wealth for the generations to come.