Client Solutions Portfolio

LinePoint has cultivated an integrated network of strategic partners, introducing a co-sourcing model that blends in-house expertise with access to top-tier external talent and firms.

By coordinating partnerships with leading institutions across domains such as investment advisory, private banking, custody, technology, trust services, and advanced planning, LinePoint enables its affiliates to deliver the scale, resources, and capabilities of established financial institutions without sacrificing independence, flexibility, or personalized client service.

Your Client 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.
  • 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

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.
  • 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

Advanced Wealth 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.
  • 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