LinePoint Partners & Co., a family office firm offering an exclusive affiliation model and platform for ultra-high-net-worth (UHNW) breakaway advisors and single-family office (SFO) leaders, announced today the appointment of Dan Cole as its Chief Financial Officer and Head of Advanced Wealth Planning.
Family
LinePoint Partners & Co., a family office firm offering an exclusive affiliation model and platform for ultra-high-net-worth (UHNW) breakaway advisors and single-family office (SFO) leaders, announced today the appointment of Dan Cole as its Chief Financial Officer and Head of Advanced Wealth Planning.
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