Integrated Financial Services
How We Can Help
Behavioral Finance
Financial Planning
We create a clear plan for the life you’re building, from cash flow and retirement income to the goals that matter most to your family.
Portfolio Management
We bring institutional discipline to your portfolio, using a two-category risk framework that helps you understand the risk you’re taking.
Alternative Investments
Tax Planning
We review your tax picture alongside your plan and investments and coordinate with your CPA, so the decisions you make throughout the year reflect it.
Estate Planning
We work with your estate attorney on estate, gift, and trust strategy, so your wealth passes to the next generation the way you intend.
Family Governance
Charitable Planning
Why Clients Work With Us
Behavioral Insight
Institutional Discipline
Coordinated Advice
Garden Glove Service
Not Sure Where to Start?
Meet Your Advisors
Frequently Asked Questions
No. You choose the services that fit your situation today and can add others as your needs change. A family preparing for a wealth transfer might add family governance or estate coordination, and someone focused on giving might add charitable planning. Because every service runs through one relationship, anything you add later connects to the work already in place.
Yes. Sunpointe serves families and family offices managing wealth across entities and generations, as well as executives, business owners, and individuals navigating significant financial decisions. Family office clients can also draw on services designed specifically for them, such as direct private equity and real asset programs. Behavioral finance shapes the work with both.
Each service connects to the others through a single relationship. Your financial plan defines what your portfolio needs to do, your portfolio takes your tax situation into account, and your estate and charitable plans are coordinated with your CPA and attorney. Behavioral finance runs through all of it, shaping how we help you make decisions in each area.
