Client Login
Pay Your Invoice

services

Family Office Services

Alongside all its advantages, wealth can elevate the complexity of your finances. Without the right team and systems in place, those responsibilities can consume a significant amount of your time. You need a partner who will see to it that your finances are optimized, that errors and obligations aren’t slipping through the cracks and that you’re staying on track to meet your goals.

High net worth individuals, entrepreneurs, corporate executives and their families may have multiple business entities, wide-ranging investments, tax-saving opportunities and legal and insurance concerns, just to name a few. You need an advisor that can integrate a broad range of skills to align all your financial activities and their implications with your specific objectives.

Your Personal CFO

As your personal CFO, Hamilton Tharp offers the comprehensive knowledge required for effective financial management. We are CPAs, registered investment advisors and business owners, so you get the combined benefit of all those skill sets in one trusted advisor.

From the tax expertise and due diligence you expect from your accountant to the wealth preservation and protection you count on from your investment advisor, Hamilton Tharp is ideally equipped to help you identify and act on opportunities and areas of concern.

Your life’s parameters define our approach, which we adjust as your circumstances change. We are agile to accommodate life’s inevitable detours, yet steadfast in our commitment to sound financial management. As a personal CFO to you, your family and/or family office, we are completely accountable to you—the CEO of your life.

Services

Your circumstances are unique, and so are your goals. Our sophisticated, concierge-style services are designed to meet your specific needs and bring you peace of mind. No matter what services you choose, we will collaborate with your other trusted advisors as needed to maintain a holistic perspective and ensure that all areas of your finances are aligned with your long-term goals.

  • Bill payment
  • Budgeting and cash flow management
  • Debt planning
  • Financial record-keeping
  • Tax planning assistance
  • Insurance review and coordination
  • Financial career guidance
  • Family governance and policy development
  • Mortgage review and coordination
  • Negotiation of major services
  • Coordination of property management and domestic services
  • Medical claims processing
  • A range of other related services and solutions

Preserve Your Wealth and Your Time

Do you wonder if you’re overlooking lucrative alternative investments and money-saving tax strategies? Are you inadvertently leaving money on the table or putting your earnings at risk? Do you find it time-consuming and ineffective to coordinate with multiple advisors?

You need a personal CFO that can handle the complexities of wealth management, assess your entire financial picture and integrate all of your financial activities. Not only will this preserve your earnings and your time, but it also will ensure you have the financial tools and expertise you need to achieve the life you want to live.

Contact us to learn how our personal financial management services can benefit you, your family or your family office.

Partners

are we a match made in heaven?
Receive Free financial tips & Tax Alerts!
  • Check out our helpful

    Resources

323 N. Pacific Coast Hwy 101, Solana Beach, CA 92075(858) 481-7702(858) 481-7828