Based in New York City, Greenline Partners is an independent registered investment advisor managing over $1 billion in assets. We serve ultra-high-net-worth families, foundations, and family offices. Our personalized, team-based approach ensures that each client receives unbiased financial advice tailored to their unique needs and long-term goals.

At Greenline Partners, we believe in the power of simplicity. By aligning our financial strategies with our clients’ personal values, we create customized plans that are easier to follow, tax-efficient, and stress-free. Clarity on personal values often leads to lower spending, less stress, and a higher quality of life. Our clients benefit from financial peace of mind and the ability to focus on what truly matters—family, personal growth, and well-being.

Our Core Clients:
We specialize in serving financial service professionals, business owners, and families navigating financial complexities after the loss of a spouse. Our clients choose us because they are fiscally prudent and seek an advisor who understands how to build portfolios that complement the risks inherent in their businesses. We develop financial plans tailored to these unique risks, helping clients achieve stability and growth. Many come to us with complex financial portfolios, seeking clarity and efficiency, and we help streamline their financial situations, enabling them to simplify their lives while achieving their goals.

What Sets Us Apart:
•	Focus on Simplicity: We do not push complex strategies riddled with high fees and tax inefficiencies. Our clients benefit from attractive returns, greater liquidity, transparency, lower fees, and better tax efficiency. 
•	Client-Centered, Team-Based Approach: As an employee-owned firm, our team is fully independent, ensuring our advice is always in the client’s best interest. Many of our team members have worked together for over a decade, creating a collaborative environment built on trust and expertise.

Greenline Partners, LLC

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