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Align your advisory practice...

...with a world-class family office

LinePoint
Partners & Co.

A Pioneering Affiliation Model for UHNW Breakaway Advisors and Family Office Executives

LinePoint Partners, a privately held family office firm, offers a first-of-its-kind affiliation model that redefines how both ultra-high-net-worth (UHNW) breakaway financial advisors and single family office (SFO) executives can independently operate and grow their practices with an institutional-grade platform, purpose-built to service them and the evolving needs of their ultra-wealthy clientele.

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

Explore our comprehensive services to advisors and portfolio of client solutions.

Advisor Service Model Client Solutions Portfolio

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.

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