LinePoint Partners & Co.
HQ Address
2121 Avenue of the Stars, Suite 2900, Los Angeles, CA 90067, United States
Website Address
Business introduction
Align your advisory practice...
...with a world-class family office
A pioneering affiliation model for UHNW breakaway advisors and family office executives
LinePoint Partners, a privately held family office firm, offers a first-of-its-kind affiliation model that redefines how both ultra-high-net-worth (UHNW) breakaway 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 Partners & Co. Solutions
Advanced Wealth Planning & Trust Services
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 ...
business needs
view solutionInvestment Advisory
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 ...
business needs
- Financial Markets Research & Analysis
- Market Analysis, Understanding & Sizing
- Technology Strategy & Consulting
Private Banking
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 ...
