A Pioneering Affiliation Model for UHNW Breakaway Advisors and Family Office Executives
Align your advisory practice...
...with a world-class family office
A Pioneering Affiliation Model for UHNW Breakaway Advisors and Family Office Executives
We closely engage with our financial advisors and SFO executives, proactively support their practice, and commit ourselves to their success and well-being.
Our leadership team consists of founders, entrepreneurs, and operators with deep experience and proven track records in successfully navigating sophisticated issues and complex problems.
We curate unique and exclusive investment opportunities and extend access to our proprietary network of industry-leading banks, custodians, and asset management institutions.
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