A Pioneering Affiliation Model for UHNW Breakaway Advisors and Family Office Executives
Align your advisory practice...
...with a world-class family office
LinePoint
Partners & Co.
Who we serve
FOR UHNW FINANCIAL ADVISORS
We enable financial advisors to retain full ownership of their client relationships and revenue payouts while accessing best-in-class infrastructure, investment opportunities, and strategic resources.
FOR SINGLE FAMILY OFFICE (SFO) EXECUTIVES
With an operating platform designed to enhance their depth and breadth of capabilities, we help SFO executives improve tax efficiency, reduce costs, and streamline complex financial and administrative functions.
Learn About Our Services and Solutions
HOW WE COLLABORATE WITH OUR ADVISORS and SFO Executives
Partnership
We closely engage with our financial advisors and SFO executives, proactively support their practice, and commit ourselves to their success and well-being.
Leadership
Our leadership team consists of founders, entrepreneurs, and operators with deep experience and proven track records in successfully navigating sophisticated issues and complex problems.
Access
We curate unique and exclusive investment opportunities and extend access to our proprietary network of industry-leading banks, custodians, and asset management institutions.
Inquiries & Exclusive Roundtable Dinners
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