Align your advisory practice...
...with a world-class family office
Drawing from our unique experience advising ultra-high-net-worth (UHNW) clients and investing alongside them,
we offer established financial advisors and single family office (SFO) executives a compelling opportunity — to align their advisory practice with a sophisticated family office partner that provides the intellectual capital and resources required to meet the evolving needs of UHNW clientele.
Leverage the full power of our global network and marketing team to forge meaningful new relationships, build a trusted brand, and drive high-quality growth tailored to your unique objectives — whether expanding your client base or strengthening your SFO’s influence.
Utilize best-in-class technology solutions white-labeled to your brand, coupled with a common-sense approach to compliance, that make day-to-day management and client service seamless and reliable.
Amplify your unique investment philosophy through augmented CIO services, white-labeled alternative and private market investment solutions, and access to the world’s premier investment institutions.
Tap experienced practitioners and family office executives for strategic guidance on the complex structures and affairs of UHNW clientele – from multi-generational tax and estate planning to philanthropy, risk coverage, and investment banking solutions.
If you are a financial advisor or SFO executive interested in learning about our offering or joining our roundtable dinners in New York or Los Angeles, please provide your information below. We look forward to connecting with you.
1 323-886-3635 connect@linepointpartners.com