SagePoint Capital Partners has announced its formal launch as a relationship-led family office firm serving entrepreneurs, multigenerational families, professional athletes, entertainers, creators and other high-profile clients with complex wealth needs.
With more than $2 billion in assets under advisement and planned expansion in Naples, Fla., and Dallas, SagePoint combines investment discipline, family office capabilities and centralized infrastructure around one client relationship. The firm believes that as investment access becomes more widely available, trust, stewardship and coordinated judgment become increasingly important.
As wealth grows more complex, families can find themselves coordinating attorneys, accountants, bankers, investment managers and other specialists on their own.
SagePoint is designed to serve as a central point of counsel. Each family works through a single relationship supported by professionals with experience across investment man
