Integrated Advice.
Enduring Results.
Empowering Families with Scale and Sophistication
Family Office Partners formed a partnership with Elevation Point to offer clients access to a more powerful, integrated ecosystem — one designed to manage the scale, complexity, and discretion that multigenerational capital requires. With premier resources like Addepar and Alts62 built in, families benefit from the personalized attention of a boutique firm alongside a platform engineered to manage enduring wealth.
For families with meaningful wealth, the choice of custodian is foundational. Family Office Partners works with Goldman Sachs Custody Solutions and BNY Pershing — leaders in global custody — to provide institutional-grade asset protection and reporting.
Elevation Point is backed by families who understand the complexities of substantial wealth — and what it takes to support it across generations. With the strength of partners like Emigrant Partners and United Atlantic Capital, founded by Mark Penske, the platform continues to expand its capabilities, combining dedicated family office services with the institutional resources required to meet sophisticated demands.
Our story began more than 20 years ago at one of the world’s largest financial institutions.
For two decades, we worked side by side, helping families, founders, entrepreneurs and family offices navigate the full scope of their financial lives — planning, solving challenges, capturing opportunities, and implementing strategies that could endure.
Over the years, we came to understand something fundamental: the needs of the clients we serve aren’t static. Those needs evolve with life, with business, with complex transactions, and our role is to provide bespoke planning, investment, and liquidity strategies that are tailored to each family’s unique goals .
And as our clients’ lives grow increasingly complex and time-constrained, the way we serve must evolve too. That belief is what led us to establish Family Office Partners.
Today, we work at the center of our clients’ most complex objectives.
Facilitating transactions across multiple disciplines — from strategic buyers, private equity acquirers and ESOP execution.
Integrating multiple generations into advanced transaction discussions to achieve alignment and the best possible outcomes.
Providing access to lending solutions in hard-to-reach places, where traditional channels fall short.
Partnering with family offices to navigate, access, and manage private investments that address unique objectives.
We recognize that solutions must be resourced wherever they lie. Partnerships are essential to solving real-world challenges for large families and private companies. No one firm holds the key to every solution—but every solution needs a key.