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

Summary by PR Newswire
/PRNewswire/ -- LinePoint Partners & Co., a family office firm offering an exclusive affiliation model and platform for ultra-high-net-worth (UHNW) breakaway...

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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

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PR Newswire broke the news in United States on Friday, September 12, 2025.
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