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 http://www.sunpointeinvestments.com
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