About Us

Overview

LinePoint was built by seasoned single family office, multifamily office and RIA industry leaders who have lived and deeply understand the evolving wealth management landscape. As an advocate for our partnering financial advisors, SFO executives, and their respective clients, we address the limitations posed by today’s wirehouses and private banks while leveraging the best of what the premier global institutions have to offer. We are distinguished by our decades of experience as trusted strategic advisors to significant family enterprises, including our own, as well as by our culture of aligned investing and transparency.

Our Solutions Portfolio

Private Banking

An overlooked domain of the independent channel is the ability to offer clients centralized banking services comparable to those available at major wirehouses and private banks. At LinePoint, we provide our partnering financial advisors and SFO executives with access to comprehensive personal and business banking, lending, and capital markets solutions – to help them manage both sides of their clients’ balance sheet.

Investment Advisory

We provide an institutional-caliber investment platform that offers comprehensive portfolio solutions across both public and private markets, access to the best of both global and boutique investment firms, actionable market insights, and the ability to leverage our unique multi-manager private fund platform. These solutions and services are made available to our partnering financial advisors and SFO executives to augment their investment strategies so they can compete at the highest level.

Advanced Planning & Trust Services

Our senior leaders bring the experience and proven track record in successfully developing and managing holistic, multi-generational wealth plans for UHNW clientele. At LinePoint, we understand how to thoughtfully navigate family dynamics and solve complex problems for families of significant wealth. We collaborate with our partnering financial advisors and SFO executives and offer them access to specialized practitioners and professionals to assist them in executing on their clients’ planning needs.
  • Online and mobile banking
  • Portfolio-based lending
  • Investment banking and M&A
  • Business and real estate lending
  • Checking and savings accounts
  • Premium credit and debit cards
  • Mortgages and HELOCs
  • Cash management strategies
  • Market research and insights
  • Advanced portfolio reporting tools
  • Curated alternatives and private markets opportunities
  • Co-investments and direct investments
  • Manager due diligence
  • Portfolio construction
  • Customized structured products
  • Dedicated consulting team
  • Access to premier bank and broker-dealer custodians
  • Trust and fiduciary services
  • Estate planning and family governance
  • Philanthropy
  • Income and gift tax strategies
  • Marital planning
  • Insurance strategies
  • Next-generation engagement and education
  • Business-owner advisory

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.