Element Pointe Family Office

Element Pointe Family Office provides wealth management, family office advisory, financial planning, retirement plan advisory, and discretionary and non-discretionary investment management to ultra-high-net-worth families (generally >$100 million in liquid net worth), high-net-worth individuals, trusts, estates, charitable organizations, corporations, and pooled vehicles. The firm also serves as manager to an affiliated private vehicle, Element Pointe Deep Access Fund, LP, and offers account aggregation, banking and credit consulting, and coordination with tax and legal advisors as part of family office services.

The firm employs a strategic “core and satellite” approach with asset allocation models that combine low-cost index ETFs and mutual funds with active Independent Managers, private funds, and, in limited cases, individual securities and private placements. Element Pointe uses tactical adjustments and tools such as equity and index options (requiring separate client agreements) and has added disclosures about the use of artificial intelligence to support research, due diligence, and document review.

Compared with many peers, Element Pointe combines traditional manager‑of‑managers oversight and ERISA fiduciary retirement plan work with an affiliated private fund that aggregates access to specific non‑public investments, and it discloses acceptance of sponsorships or non‑client support from Independent Managers. The firm’s focus on bespoke family office services for UHNW families, formalized Independent Manager selection and monitoring, and use of derivatives in separately managed accounts are distinguishing operational features in its adviser profile.