Founded in 2024, LinePoint Partners & Co. is a privately held family office firm that redefines how ultra-high-net-worth (UHNW) 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. LinePoint’s first-of-its-kind affiliation model enables breakaway financial advisors to retain full ownership of their client relationships and revenue payouts while accessing best-in-class infrastructure, investment opportunities, and strategic resources. The firm also provides single family office executives with an operating platform designed to enhance their capabilities, improve tax efficiency, reduce costs, and streamline complex financial and administrative functions. LinePoint has cultivated an integrated network of leading institutional partners and introduces a co-sourcing model that blends in-house expertise with access to top-tier external talent and firms. Unlike traditional wealth management firms or multifamily offices, LinePoint is solely focused on serving its affiliating advisors and SFO executives as its primary customers.

For more information on LinePoint, please contact us at connect@linepointpartners.com. 

LinePoint Partners & Co., LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Neither this page nor any of its contents or posts shall constitute an offer, solicitation, or advice to buy or sell securities.

LinePoint Partners & Co.

Org chart

Teams

Offices

Similar companies