who we serve

Families

Sunpointe helps families solve complex financial situations

If you are managing a family office or a family member involved in overseeing family affairs, you know that to be effective requires maximizing resources, incorporating skilled experts across a variety of disciplines – potentially across multiple generations – all while integrating investments with discussions of succession and family priorities. At Sunpointe, our team has been working with family offices for over 15 years. We manage investments and often serve as the family’s “quarterback” to ensure that all outside advice is integrated and coordinated with the family’s broader goals. When our team pairs with your external providers, you are provided with the tools you need to make informed decisions.

An intelligent approach to wealth management cannot be successful if we don’t maintain discipline to the agreed-upon strategy over the course of time.

Our experience and numerous studies have shown a “behavioral gap” – by trying to time the market, investors end up with a lower rate of return than had they stayed the course. We coach families through these difficult times and the end result is better returns.

This work results in the ultimate goal: peace of mind.

We also serve: