#USA #Los Angeles #Wealth Planning #LinePoint Partners #Dan Cole

LinePoint Partners & Co. Strengthens Team with Dan Cole's Expertise

LinePoint Partners & Co., a leading family office firm, recently announced the appointment of Dan Cole as Chief Financial Officer and Head of Advanced Wealth Planning. This strategic move aims to bolster the firm's in-house wealth management capabilities, especially for ultra-high-net-worth (UHNW) financial advisors and single-family office (SFO) executives.

Dan Cole is no stranger to the complexities of family offices. With extensive experience as a financial leader in multibillion-dollar family offices, he brings invaluable expertise to this role. Over the last decade, Cole has been instrumental in designing intricate trust and estate structures, implementing effective tax strategies, and devising multigenerational wealth plans. His proficiency in guiding complex family enterprises through financial challenges has established him as a trusted advisor within the industry.

Before joining LinePoint, Cole served as the CFO for a leading embedded family office at Audax Group and played a pivotal role in the Lowy Family Group, a global leader in family office management. His track record of overseeing U.S. finance operations and managing tax strategies showcases his ability to navigate intricate financial landscapes and resolve high-stakes IRS complexities.

Robertino Coury, the Founder and CEO of LinePoint Partners & Co., expressed enthusiasm about Cole's arrival, stating, "Dan's breadth of experience enriches our leadership team as we scale our operations and advisory services. He will not only lead our financial strategy and accounting operations but also spearhead our advanced wealth planning services that are crucial for our affiliated advisors."

The significance of this appointment cannot be overstated. As wealth management becomes increasingly complicated, the need for sophisticated financial planning has surged. Cole's background in advanced tax strategy and compliance positions LinePoint to offer top-tier support to its financial advisors and their clients. Through his leadership, the firm aims to deliver streamlined practice accounting, economic transparency, and timely reporting to ensure efficiencies in navigating vast wealth complexities.

"I am excited about the potential at LinePoint to serve UHNW families with the level of sophistication they deserve," added Cole. His expertise will be crucial for enriching the firm's offerings in trust and estate, tax, governance, and succession planning.

As the financial arena evolves, firms like LinePoint Partners & Co. are reshaping how UHNW advisors operate by providing tailored solutions that meet their clients' unique needs. LinePoint's pioneering affiliation model allows breakaway advisors to maintain full ownership of their client relationships while gaining access to exceptional resources and investment opportunities.

This appointment signals a bold step forward for LinePoint, promising a more integrated approach to advanced wealth management. With Cole at the helm of their financial strategies, clients can anticipate an elevated standard of service tailored to the nuanced demands of today's UHNW families.

For more details about LinePoint Partners & Co. and its innovative approach to family office services, visit linepointpartners.com.