Robertino Coury, CEO, and Andrew Sternlight, president and CIO, announced the launch of LinePoint Partners & Co., a privately held family office firm bringing together seasoned industry executives who have collectively advised on more than $3 billion in ultra-high-net-worth client assets in their prior roles.
“Too often, breakaway financial advisers lack clarity, transparency and control over their economic arrangements — but we're changing that,” said Coury. “LinePoint's affiliation model puts advisers firmly in control — not just over their fee structures but also over their revenue payouts — enabling them to take home up to 100 percent of their advisory fees. Moreover, our affiliating advisers now have the opportunity to control their enterprise value, leverage an authentic family office platform they can brand as their own, and gain access to an extensive suite of services and solutions — ensuring not only continuity in their client experience but also
