Unlock Expanded Opportunities
We drew on two decades of feedback and experience servicing the needs of family offices and entrepreneurs and built a business around it. I’m confident the partnerships and service providers we’ve onboarded will reflect our commitment to being a best-in-class solution for the clients we serve.
The Platform to Deliver Exceptional Advice
Family Office Partners formed a partnership with Elevation Point to gain access to a more powerful, integrated ecosystem—one designed for advisors managing multi-generational capital. With best-in-class tools built in, the platform empowers advisors like you to deliver high-touch service while benefiting from the infrastructure to handle scale, complexity, and growth.
Elevation Point was built for advisors who serve families with complex wealth. With the strength of partners like Emigrant Partners and United Atlantic Capital, founded by Mark Penske, the platform is engineered to support sophisticated needs across generations, blending boutique-level service with institutional-scale capabilities.
Our Guiding Priorities
Focused on advisors serving the UHNW who are committed to complete alignment and greater impact for clients.
Multi-Provider Solutions — Industry leading platforms for seamless execution
Focused on UHNW Clients — Backed by partners that understand and serve complex multi-generational wealth
Built for Growth — Deliver for families and institutions no matter where the right solutions exist
Become the Destination — Shape operational frameworks to align team members and clients
Our partnership provides access to:
Investment Banking Resources
Relationships with local and national firms offering advisory services for private transactions, liquidity events, and strategic acquisitions.
Bespoke Private Investment Access
Tailored access to private capital solutions designed for complex or time-sensitive opportunities.
Special Asset Lending
Access to private lending sources for situations where traditional financing is not available.
Technology Platforms
Integration with advanced financial technology systems to provide consolidated reporting, performance analytics, and oversight of complex portfolios.
Explore in Confidence
If you serve complex clients and want to learn more about our approach, please contact me to arrange a confidential discussion. We understand the discretion required when evaluating your options.
If you prefer, you may reach out anonymously and request a call or an NDA. All inquiries are kept strictly confidential and will not be shared with our team or external partners unless instructed otherwise.
