Solution introduction
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
