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High-Net-Worth Individuals

We understand that for high-net-worth individuals, success brings complexity — and that protecting what you’ve built is just as important as growing it.

At Sharp CFO, we provide strategic oversight across personal and business finances, with a strong emphasis on asset protection, risk mitigation, and long-term security. Our team collaborates with your legal and financial advisors to structure solutions that may include revocable and irrevocable trusts, insurance strategies, and estate and retirement planning — all designed to align with your goals and values.

Our approach is hands-on and relationship-driven, offering concierge-style support that brings clarity and confidence to your most important financial decisions. We don’t take custody of assets — we protect them through smart planning and strategic insight.

Let's explore further!

High-Net-Worth Individuals

We understand that for high-net-worth individuals, success brings complexity — and that protecting what you’ve built is just as important as growing it.

At Sharp CFO, we provide strategic oversight across personal and business finances, with a strong emphasis on asset protection, risk mitigation, and long-term security. Our team collathem through smart planning and strategic insight.borates with your legal and financial advisors to structure solutions that may include revocable and irrevocable trusts, insurance strategies, and estate and retirement planning — all designed to align with your goals and values.

Our approach is hands-on and relationship-driven, offering concierge-style support that brings clarity and confidence to your most important financial decisions. We don’t take custody of assets — we protect 

Let's explore further!

High-Net-Worth Individuals

We understand that for high-net-worth individuals, success brings complexity — and that protecting what you’ve built is just as important as growing it.

At Sharp CFO, we provide strategic oversight across personal and business finances, with a strong emphasis on asset protection, risk mitigation, and long-term security. Our team collaborates with your legal and financial advisors to structure solutions that may include revocable and irrevocable trusts, insurance strategies, and estate and retirement planning — all designed to align with your goals and values.

Our approach is hands-on and relationship-driven, offering concierge-style support that brings clarity and confidence to your most important financial decisions. We don’t take custody of assets — we protect them through smart planning and strategic insight.

Let's explore further!

(855) 922-9336 | This email address is being protected from spambots. You need JavaScript enabled to view it.

"As an experienced competitive driver, I know that consistent success relies on anticipating needs before they arise. That's why we must exceed our clients' expectations before they even have to ask. Every move we make must embody our commitment to reliability, foresight, and earning lasting 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

Are you ready to shift your business into high gear?

The first step toward financial success is scheduling a consultation with our team. Bring your questions and concerns to our attention. Our engines are revved and ready to drive your business across the finish line as the champion of your industry!

Are you ready to shift your business into high gear?

The first step toward financial success is scheduling a consultation with our team. Bring your questions and concerns to our attention. Our engines are revved and ready to drive your business across the finish line as the champion of your industry!

Book your free consultation today and discover how our services can support your economic growth and long-term financial stability.

(855) 922-9336 | This email address is being protected from spambots. You need JavaScript enabled to view it.

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