Sunpointe Investments, Private Investment Office

Location: City
Location: State
As a privately owned and independent global private investment office, Sunpointe delivers expert investment advice to private clients, multi-generational families, foundations and endowments.

Sunpointe was founded with one overarching goal: to assemble exceptional research and institutional quality investment talent to provide thoughtful, thematic and transparent advice. We combine access and top quality resources with independence, flexibility and the professional intensity of a boutique principal investment platform.

Sunpointe delivers an exceptional client experience through the team at your meetings, a distinctive research process, and performance driven advice.
We provide a total advisory solution that combines investment services with the functions of the family office. We can be a resource in the following ways:

• Family office set up or optimization
• Strategy and structure analysis
• Outsourced investment office
• Service providers optimization
• Investment due diligence
• Investment committee support
• Legacy privates portfolio optimization
• Strategic advisory
• Consolidated reporting
• Special projects and research
• Balance sheet analysis
• Cash flow analysis
• Liquidity analysis
• Fees analysis

Learn more at

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Sunpointe Investments, Private Investment Office was posted on 09-18-2019 by VaultMedia in the Services forum. Click to visit our most recent posts or return to the free online advertising homepage.