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FAMILY OFFICE Consulting and Advisory SERVICES

Sophisticated family office advisory services to deliver essential insights into your family's financial position

Family Office Advisory Services to Ensure Growth and Stability into Perpetuity

Why choose The Sharp Financial Group for family office services?

  • Make administration headaches disappear with white glove services to manage your income, budget, and wealth
  • Make an impact with foundation and charitable trust planning to provide for your family and save on your taxes
  • Get peace of mind knowing that your assets are being managed and maintained by a full-service family office
  • Gain financial clarity with key performance metrics and financial reports that let you know exactly where you stand
  • Spend less time on research with reports comparing investment options, so you can make decisions faster

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.

Our Family Office Consulting Services

Define Family Vision

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
  • And more

Create Opportunity

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

The Sharp Financial Group has investment advisors to help you preserve, manage and grow your assets.

Promote Transparency

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
  • And more

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.

Plan Giving

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

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.

Comprehensive Support

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
  • And more

The Sharp Financial Group is your one-stop shop for all your financial needs

Get wealth management, accounting, tax prep, and more all in one place

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Our Family Office Services by the Numbers


Assets under management


Years providing financial services to families like yours


Millionaires created under our supervision

<b>Integrated Financial Management</b>

Integrated Financial Management

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
  • And more

Our family office services target entrepreneurs, making their money work for them.

<b>Owner-Operator Focused</b>

Owner-Operator Focused

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.

Our Family Office Services in Action

Case in point...

Case in point...

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.

Build Your Family Office for Value

Your family office is more than an investment fund–it ensures a future for your family and your legacy

Why choose The Sharp Financial Group 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

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.