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Elevation Point Announces Strategic Minority Investment in Family Office Partners, a $2.5 Billion Breakaway Team

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/PRNewswire/ -- Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, today announced it has made a...

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Elevation Point Announces Strategic Minority Investment in Family Office Partners, a $2.5 Billion Breakaway Team

UBS Private Wealth Veterans Based in Lafayette, Louisiana Launch Independent Firm Backed by Elevation Point's Growth Partnership Model

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wealthmanagement.comwealthmanagement.com

Elevation Point Stakes $2.5B Breakaway Team That Left UBS

The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.

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wealthmanagement.com broke the news in on Friday, June 20, 2025.
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