LinePoint Partners & Co. Welcomes Family Office Veteran Dan Cole as CFO & Head of Advanced Wealth Planning

Single family office leader joins LinePoint's executive team and will deliver in-house advanced wealth planning support and solutions to affiliating UHNW financial advisors and SFO executives

LOS ANGELES, Sept. 12, 2025 /PRNewswire/ -- 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.

Cole is a seasoned family office and corporate finance leader who has held senior leadership roles at multibillion-dollar single family offices over the past decade. In these roles, he designed and led sophisticated trust and estate structures, tax strategies, and multigenerational wealth plans, as well as philanthropic initiatives, earning a reputation as a trusted advisor to complex family enterprises and their principals. He has also guided next-generation leaders and directed finance transformations that modernized reporting, governance, and ERP systems.

Before joining LinePoint, Cole was a CFO for the embedded family office at Audax Group and was part of the senior leadership team at the Lowy Family Group, a global single family office, where he led U.S. finance operations and tax strategy. He has deep experience in advanced tax strategy and compliance, and has successfully resolved high-stakes IRS matters in close collaboration with some of the nation's most sophisticated outside advisors.

Robertino Coury, Founder and CEO of LinePoint Partners & Co., said, "We are excited to welcome Dan as the latest addition to our organization. He immediately adds to the breadth and depth of a leadership team that is rapidly scaling across operations, investments, marketing, and advisory. At LinePoint, Dan will oversee financial strategy and accounting operations as CFO, while also leading our in-house advanced wealth planning services. We look forward to extending Dan's expertise to our affiliated advisors and family office executives – giving them in-house comprehensive planning support across trust and estate, tax, wealth transfer, governance and succession, and philanthropy."

Cole added, "Having spent my career inside multibillion-dollar family offices, I've seen firsthand the complexity and sophistication required to serve UHNW families effectively. What excites me about LinePoint is that the firm has brought that same caliber of expertise and infrastructure into a platform built for UHNW financial advisors and emerging single family offices. The team here is uniquely capable, and I look forward to applying my experience in advanced wealth planning, finance, and tax to help our affiliated advisors and their clients achieve the same level of institutional quality that the largest private families demand."

Jim Chirdo, Chief Operating Officer and Chief Compliance Officer, said, "Dan's addition further deepens our firm's in-house advanced wealth planning capabilities, which we extend to our advisors and their clients to assist them in navigating the complexities of significant wealth. Equally important, Dan will ensure our partnering affiliates have access to streamlined practice accounting, economic transparency, and timely reporting."

To learn more about LinePoint and its affiliation model, visit www.linepointpartners.com.

About LinePoint Partners & Co.
LinePoint Partners & Co. is a privately held family office firm led by industry veterans with a heritage of representing and managing multi-generational family enterprises. The firm transforms how single family office (SFO) executives and ultra-high-net-worth (UHNW) financial advisors can independently operate and grow their practices with an institutional-grade platform, purpose-built to service them and the evolving needs of their ultra-wealthy clientele. LinePoint's first-of-its-kind affiliation model enables breakaway 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 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 SFO executives and affiliating advisors. To learn more, visit www.linepointpartners.com. 

Media Contact:
Zachary Allegretti II
JConnelly for LinePoint
[email protected]
973.850.7341

SOURCE LinePoint Partners & Co.