LinePoint Partners

LinePoint Partners is a privately held family office firm that offers a pioneering affiliation model specifically designed for ultra-high-net-worth (UHNW) breakaway financial advisors and single family office (SFO) executives. The firm provides an institutional-grade platform that allows these professionals to independently operate and expand their practices while catering to the evolving needs of their ultra-wealthy clientele. LinePoint Partners curates unique and exclusive investment opportunities, extending access to a proprietary network of industry-leading banks, custodians, and asset management institutions. The business model involves collaboration with qualified third-party institutions to facilitate services, ensuring execution, quality, and compliance, although LinePoint does not control or guarantee these services. The firm's leadership team comprises founders, entrepreneurs, and operators with extensive experience in addressing sophisticated issues and complex problems. LinePoint Partners does not offer investment advice, financial planning advice, legal advice, or recommendations of any investment product or service. The firm closely engages with its financial advisors and SFO executives, providing proactive support to enhance their practices.

Keywords: UHNW, family office, financial advisors, SFO executives, investment opportunities, institutional-grade, proprietary network, asset management, collaboration, exclusive access.