News & Insights
Investment News | Sep 12, 2025
LinePoint Partners, Stephens add new HNW planning leaders
Dan Cole joins LinePoint as its new CFO, while Jason Thomas steps in to lead tax strategy at Stephens' private wealth division.
PR Newswire | Sep 12, 2025
LinePoint Partners & Co. Welcomes Family Office Veteran Dan Cole as CFO & Head of Advanced Wealth Planning
LinePoint Partners & Co., a family office firm offering an exclusive affiliation model and platform for ultra-high-net-worth (UHNW) breakaway advisors and single-family office (SFO) leaders, announced today the appointment of Dan Cole as its Chief Financial Officer and Head of Advanced Wealth Planning.
Yahoo Finance | Sep 12, 2025
LinePoint Partners & Co. Welcomes Family Office Veteran Dan Cole
Single family office leader joins LinePoint's executive team and will deliver in-house advanced wealth planning support and solutions to affiliating UHNW financial advisors and SFO executives
Financial Advisor | Aug 13, 2025
Redefining The Family Office: Payouts, Platforms And Power
Robertino Coury is the founder and managing member of LinePoint, serving as its CEO. He leads the firm’s overall vision, strategy and operations, ensuring the seamless delivery of all offerings to financial advisors, SFO executives and their clients.
Financial Planning | Aug 04, 2025
How headline EBITDA multiples are misleading RIA sellers
Marc Schechter says it was right about the time the RIA he ran hit $1 billion in assets under management that he started receiving regular offers from outside firms wanting to buy it.
Financial Planning | Jul 23, 2025
Yacht upkeep to tax prep: What modern family offices actually do
When it comes to family offices, it can seem easier to define them by the services they don't offer rather than try to pin down everything they do.
Investment News | Jul 10, 2025
LinePoint and Washington Trust Wealth Management add new leadership and advisory talent
LinePoint's leadership hire from Rockefeller, who's taking a COO and CCO role at the firm, brings more than 20 years of industry experience.
Family Wealth | Jul 10, 2025
US Family Office Firm Appoints Former Rockefeller Executive
The newly-hired executive will serve in C-suite roles and be a founding executive and partner.
Financial Advisor | Jul 10, 2025
LinePoint Adds Former Rockefeller Exec As COO, Compliance Chief
LinePoint Partners & Co., a year-old family office affiliation platform for high-net-worth advisors, has tapped a former Rockefeller Capital Management executive as its chief operating officer and chief compliance officer.
Wealth Management | Jul 09, 2025
Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO
James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.
Citywire | Jul 09, 2025
Ex-Rockefeller wealth head joins UHNW family office
Before joining LinePoint Partners, James Chirdo was in charge of the operational platform for Rockefeller's wealth management broker-dealer.
PR Newswire | Jul 09, 2025
Former Rockefeller Head of Wealth Management Operations, James Chirdo, Joins LinePoint Partners & Co. as Chief Operating Officer & Chief Compliance Officer
LinePoint Partners & Co. ("LinePoint"), a family office firm offering an exclusive affiliation model and platform for ultra-high-net-worth (UHNW) breakaway advisors and single-family office (SFO) executives, announced today the appointment of former Rockefeller Capital Management executive James Chirdo as its Chief Operating Officer and Chief Compliance Officer.
Zephyr | Jun 25, 2025
Andrew Sternlight featured on Zephyr's "Adjusted for Risk" Podcast: “Navigating Wealth Trends”
In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman welcomes Andrew Sternlight, President and CIO at Linepoint Partners.
citybiz | May 25, 2025
LinePoint Appoints New Leaders to Executive Team
LinePoint Partners & Co., a family office firm offering a sophisticated platform and affiliation model for ultra-high-net-worth (UHNW) breakaway advisors and single family office (SFO) executives, today announced the appointment of three new leaders to its executive team.
Yahoo Finance | May 23, 2025
LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Advisory Members to its Executive Committee
New executive committee and advisory appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform
MarketWatch | May 22, 2025
LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee
New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform
PR Newswire | May 22, 2025
LinePoint Welcomes Chief Marketing Officer and Independent Members of the Executive Committee
LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee
Morningstar | May 11, 2025
LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives
LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives
Real Assets | Mar 17, 2025
LinePoint Partners & Co. launches family office firm
Robertino Coury, CEO, and Andrew Sternlight, president and CIO, announced the launch of LinePoint Partners & Co., a privately held family office firm bringing together seasoned industry executives who have collectively advised on more than $3 billion in ultra-high-net-worth client assets in their prior roles.
Financial Advisor | Mar 14, 2025
LinePoint Launches Family Office Affiliation Platform For Advisors
Two veterans of the family office space have launched a Los Angeles firm that advisors in the space can affiliate with to run independent practices serving wealthy clients.
Modus | Mar 14, 2025
Modus & Industry Milestones
The newsletter passes 1,000 subscribers. And what a recent private equity deal signifies for the family-office ecosystem.
Family Wealth | Mar 12, 2025
A New RIA Supports SFO Executives, Breakaway Advisors To Build Business
The new organization, founded by a dynasty with its own family office, has built the LinePoint Partners business to work with people, such as executives in the sector, to create and sustain their own practices independently.
Citywire | Mar 11, 2025
New platform brings affiliation model to family offices
The founders of LinePoint Partners & Co. told Citywire that they launched the firm to solve for many of the issues around service and autonomy that they saw in the single family office space.
Investment News | Mar 11, 2025
LinePoint, Five Eleven Partners launch to shake up family office space
With a pro-advisor and family executive platform and a business pushing back against industry consolidation, the New York-based firms are striking out with different visions of independence.
Wealth Management | Mar 11, 2025
Family Office Execs Launch Affiliation Model for UHNW Advisors
Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.
Press Release | Mar 11, 2025
LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives
Led by family office veterans with a heritage of representing and managing multi-generational family enterprises, newly formed LinePoint offers breakaway financial advisors and single family office executives a sophisticated platform for independence and growth.
Yahoo Finance | Mar 11, 2025
Robertino Coury, CEO, and Andrew Sternlight, President and CIO, today announced the launch of LinePoint Partners & Co.
LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives