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High Net Worth Individuals

We know the importance of relationships in serving high net worth individuals and meeting their needs for financial controls, stability and simplicity.

We have extensive experience providing business management and tax services for those of means, their families, and family businesses. Our experience and reputation has been established through long-term relationships, building a high level of transparency and trust.

Clients receive full reporting of our activities and the financial assets with which we are entrusted. The firm provides concierge-style services designed to deliver financial security through the knowledge that the complex details are in the hands of their trusted advisers.

Let's Explore Further!

High Net Worth Individuals

We know the importance of relationships in serving high net worth individuals and meeting their needs for financial controls, stability and simplicity.

We have extensive experience providing business management and tax services for those of means, their families, and family businesses. Our experience and reputation has been established through long-term relationships, building a high level of transparency and trust.

Clients receive full reporting of our activities and the financial assets with which we are entrusted. The firm provides concierge-style services designed to deliver financial security through the knowledge that the complex details are in the hands of their trusted advisers.

Let's Explore Further!

"We must exceed our clients' expectations before they've even spoken. Every action we take must reflect our commitment to reliability, foresight, and enduring trust."

Michael DiSabatino, Founder of Sharp CFO™

Business Management Services
for High-Net-Worth Individuals

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Confidentiality Comes First
At Sharp CFO™, confidentiality isn't just a policy—it’s the foundation of everything we do. We understand the importance of privacy when it comes to your financial life. Our team operates with the highest level of discretion, and when appropriate, we work directly through legal counsel to preserve attorney-client privilege and enhance legal protection.
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Strategic Financial Oversight
We provide high-level financial guidance, working seamlessly with your internal staff and trusted advisors. From bookkeeping to complex transaction analysis, we ensure your financial picture is organized, accurate, and actionable.
  • Coordinate with attorneys, CPAs, investment managers, and staff
  • Deliver timely financial reports and full-service bookkeeping
  • Analyze complex business, investment, and personal transactions
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Tax Planning, Estate & Succession
Our proactive approach to tax planning helps you preserve wealth and minimize exposure. We also support estate and succession strategies to protect your legacy and family interests.
  • Income tax planning and compliance
  • Business and generational succession strategies
  • Estate planning support in collaboration with legal counsel
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Charitable Giving & Legacy Design
We help clients align their philanthropic goals with tax-efficient giving strategies.
  • Support for donor-advised funds, private foundations, and legacy structures
  • Guidance on charitable contributions and multi-year giving plans
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Risk Management & Asset Protection
Protecting your assets is central to our advisory model. We assess exposure and implement structures that guard against liability and legal threats.
  • Legal structuring (LLCs, corporations, trusts)
  • Insurance coordination with vetted professionals
  • Domestic and offshore asset protection strategies
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Transaction & Project Advisory
We provide strategic support for major acquisitions and complex projects, helping you move with confidence through high-stakes decisions.
  • Business acquisition and sale support
  • Oversight of real estate and construction disbursements
  • Litigation consulting and financial documentation for legal matters
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Banking & Capital Strategy
We assist in securing financing by preparing financial packages and working directly with lenders on your behalf.
  • Loan and credit packaging
  • Liaison with banks and private financing partners
  • Structuring of business and personal funding strategies

Our Specialties