LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives

Led by family office veterans with a heritage of representing and managing multi-generational family enterprises, newly formed LinePoint offers breakaway financial advisors and single family office executives a sophisticated platform for independence and growth.

NEW YORK, March 11, 2025 /PRNewswire/ -- Robertino Coury, CEO, and Andrew Sternlight, President and CIO, today announced the launch of LinePoint Partners & Co. (LinePoint), a privately-held family office firm bringing together seasoned industry executives who have collectively advised on more than $3 billion in ultra-high-net-worth (UHNW) client assets in their prior roles. At the core of LinePoint's offering is a first-of-its-kind affiliation model that redefines how both breakaway financial advisors and single family office (SFO) executives can independently operate and grow their practices with a platform purpose-built to service them and the evolving needs of their ultra-wealthy clientele.

For financial advisors transitioning from wirehouses and private banks, LinePoint introduces a pioneering economic structure that allows them to retain up to 100% of their advisory fees, while maintaining full ownership of their client relationships and brand identity. For SFO executives looking to formalize or elevate the operations of their family office as a 'trade or business,' LinePoint provides a family office infrastructure designed to enhance the depth and breadth of their capabilities, improve tax efficiency, and generate significant cost savings—eliminating the need to build in-house systems from scratch.

"Too often, breakaway financial advisors lack clarity, transparency, and control over their economic arrangements—but we're changing that," said Robertino Coury, CEO of LinePoint. "LinePoint's affiliation model puts advisors firmly in control—not just over their fee structures, but also over their revenue payouts—enabling them to take home up to 100% of their advisory fees. Moreover, our affiliating advisors now have the opportunity to control their enterprise value, leverage an authentic family office platform they can brand as their own, and gain access to an extensive suite of services and solutions—ensuring not only continuity in their client experience, but also growth. This is especially critical for UHNW advisors when navigating complex client challenges as they arise."

Coury continued, "Surprisingly, no true affiliation model exists for single family offices and their key executives. We identified an unmet need and built a solution for them: a ready-to-use operating platform that streamlines day-to-day family office functions, enhances tax efficiency, and significantly reduces both startup and ongoing costs. The need for a true family office partner has never been greater. Families don't build family offices because they want to; they do it because traditional wealth management falls short of their needs."

LinePoint has cultivated an integrated network of strategic partners, introducing a co-sourcing model that blends in-house expertise with access to top-tier external talent and firms. By coordinating partnerships with leading institutions across domains such as investment advisory, private banking, custody, technology, trust services, and advanced planning, LinePoint enables its affiliates to deliver the scale, resources, and capabilities of established financial institutions without sacrificing independence, flexibility, or personalized client service.

Unlike traditional wealth management firms or multifamily offices, LinePoint is not in the business of directly servicing UHNW individuals and families. Instead, the company is solely focused on serving its affiliating advisors and SFO executives as its primary customers.

Andrew Sternlight, President and CIO at LinePoint, added, "We couldn't be more thrilled to bring LinePoint to market at a time when the industry is fundamentally shifting. Family enterprises and top advisors need to deliver a higher quality offering—one that blends sophisticated solutions with deep family office experience and intellectual capital."

LinePoint's foundation is rooted in the legacy of Robert J. Coury, father of the company's founders—Robertino Coury, Santino Coury, Andreo Coury, and Juliano Coury. Since 1984, Robert J. Coury has championed the principles of independence, establishing an advisory business that became a trusted financial and strategic partner to prominent families and founder-led businesses. His practice evolved into a premier multifamily office, helping families invest, grow, preserve, and protect significant wealth and business interests across generations.

In 2002, Robert J. Coury was tapped by one of his clients to serve as CEO of the publicly traded company Mylan Laboratories, Inc., now part of Viatris. Under his leadership, Mylan transformed from a leading U.S. generics manufacturer into a global pharmaceutical powerhouse, earning a place in both the S&P 500 and Fortune 500.

Today, more than 40 years later, Robert's legacy lives on through LinePoint. The firm is led by CEO Robertino Coury, who previously served as President and CIO of an independent RIA and multifamily office advisory firm. Robertino also oversees E'O Management, the single family office he founded in 2016, which manages the assets of the Coury family and now extends opportunities to other families to invest alongside them through LinePoint's co-invest platform.

Joining Robertino is Andrew Sternlight, whose distinguished career includes leadership roles as CEO and Co-CIO of a multibillion-dollar, fourth-generation single family office, as well as Chief of Staff to Ray Dalio, founder and CIO of Bridgewater Associates.

To learn more about LinePoint Partners & Co., visit www.linepointpartners.com.

About LinePoint Partners & Co.

Founded in 2024, LinePoint Partners & Co. is a privately held family office firm dedicated to empowering ultra-high-net-worth financial advisors with an independent, institutional-grade platform for growth and autonomy. LinePoint's first-of-its-kind affiliation model enables financial advisors to retain full ownership of their client relationships and revenue payouts while accessing best-in-class infrastructure, investment opportunities, and strategic resources. The firm also provides single family office (SFO) executives with an operating platform designed to enhance their capabilities, improve tax efficiency, reduce costs, and streamline complex financial and administrative functions. LinePoint has cultivated an integrated network of leading institutional partners and introduces a co-sourcing model that blends in-house expertise with access to top-tier external talent and firms. Unlike traditional wealth management firms or multifamily offices, LinePoint is solely focused on serving its affiliating advisors and SFO executives. To learn more, visit www.linepointpartners.com.

LinePoint Partners & Co., LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.

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SOURCE LinePoint Partners & Co.