Dan Cole

Chief Financial Officer & Head of Advanced Wealth Planning, Executive Committee Member
Dan Cole serves as Chief Financial Officer and Head of Advanced Wealth Planning at LinePoint Partners & Co., where he oversees the firm’s financial strategy, accounting operations, and in-house advanced planning services. In this role, he partners with affiliating ultra-high-net-worth advisors and single-family office executives to deliver institutional-grade solutions across trust and estate planning, tax strategy, governance, and philanthropy.

Before joining LinePoint, Dan held senior leadership roles within the single family office space, including serving as CFO for the embedded family office at Audax Group and as Finance & Tax Director for Lowy Family Group. In these positions, he designed and implemented sophisticated wealth structures, optimized tax and estate strategies, and modernized financial operations through ERP and automation initiatives. He has successfully resolved high-stakes IRS matters and guided next-generation leaders in navigating complex family governance and succession planning.

In addition to his roles at LinePoint, Dan serves as Chief Financial Officer of ÉO Management, a single family office established to manage the assets and affairs of the Coury Family.

Dan holds a Master of Science in Accounting from the University of Texas at Dallas and a Bachelor of Science in Accounting from Michigan State University. He is a Certified Management Accountant, Certified in Strategy and Competitive Analysis, and an Enrolled Agent.
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