LinePoint Partners & Co. Unveils Innovative Family Office Model for Financial Advisors

Introduction



In a groundbreaking development in the world of finance, LinePoint Partners & Co. has officially launched its operations, aiming to redefine the way ultra-high-net-worth (UHNW) financial advisors and single family office (SFO) executives manage their practices and cater to their affluent clientele. Founded by seasoned professionals Robertino Coury and Andrew Sternlight, this new firm brings a revolutionary affiliation model designed to offer independence, flexibility, and growth for financial professionals who want to break away from traditional wealth management firms.

A New Affiliation Model



At the heart of LinePoint's services lies an innovative affiliation model that distinguishes it from existing firms. This model allows advisors to retain up to 100% of their advisory fees and maintain full ownership of their client relationships. This approach not only enhances the advisors’ control over their practices but also enables them to develop their brands without the restrictions typically imposed by larger organizations.

Coury, who serves as the CEO, emphasized the frequent lack of clarity and transparency facing advisors when departing from wirehouses and private banks. LinePoint empowers its advisors by providing a structured environment that maximizes their revenue potential while ensuring they can navigate complex client needs effectively.

Focused on Single Family Offices



Additionally, LinePoint recognizes that many family offices struggle with forming a cohesive operational framework. To address this, the firm offers tailored solutions for SFO executives, helping them elevate their operations and gain the operational efficiencies needed to address modern wealth management challenges. By integrating a state-of-the-art family office infrastructure, LinePoint focuses on enhancing the capabilities of these family entities while ensuring they remain tax-efficient.

The company's unique platform enables SFO executives to sidestep the complications and costs associated with building systems from the ground up. Instead, they can leverage ready-made solutions that streamline every aspect of family office management—from investments to compliance and reporting.

Building Strategic Partnerships



LinePoint also introduces a co-sourcing model that benefits from partnerships with renowned industry experts and institutions across various financial domains. This means that LinePoint affiliates can access top-tier resources like investment advisory services, technology, and advanced planning without compromising their independence. By tapping into this exceptional network, advisors are better equipped to meet the intricate needs of UHNW clients.

The firm's founders have cultivated a strong belief that the future of wealth management demands more than just transactional relationships. It requires a commitment to continuous improvement and an unyielding focus on delivering quality service tailored to client needs. Coury remarked, “Families don't build family offices because they want to; they do it because traditional wealth management falls short of their needs.”

A Legacy of Financial Expertise



LinePoint's establishment is rooted in a rich legacy of financial advisory shaped by Robert J. Coury, the founders' father. His extensive experience in managing generational wealth and serving as the CEO of Mylan Laboratories highlights his credentials as a visionary in the financial industry. This heritage informs the values and operational philosophy that LinePoint embodies today.

Under the leadership of Robertino Coury and Andrew Sternlight, the firm is poised to tackle the evolving challenges within wealth management, ensuring that both advisors and families receive the highest standard of service.

Conclusion



As the industry faces rapid change, LinePoint Partners & Co. emerges with a fresh perspective aimed at transforming how financial advisors approach their practices. With an unwavering focus on empowering advisors and enhancing family office operations, LinePoint sets a new standard in ultra-high-net-worth financial advisory services, marking a significant shift in the landscape of wealth management. To learn more about LinePoint Partners & Co. and their innovative services, visit www.linepointpartners.com.

Topics Financial Services & Investing)

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