As a privately owned and independent global private investment office Sunpointe delivers expert investment advice to private clients multi-generational families foundations and endowments. Sunpointe was founded with one overarching goal to assemble exceptional research and institutional quality investment talent to provide thoughtful thematic and transparent advice. We combine access and top quality resources with independence flexibility and the professional intensity of a boutique principal investment platform. Sunpointe delivers an exceptional client experience through the team at your meetings a distinctive research process and performance driven advice. We provide a total advisory solution that combines investment services with the functions of the family office. We can be a resource in the following ways Family office set up or optimization Strategy and structure analysis Outsourced investment office Service providers optimization Investment due diligence Investment committee support Legacy privates portfolio optimization Strategic advisory Consolidated reporting Special projects and research Balance sheet analysis Cash flow analysis Liquidity analysis Fees analysis Learn more at www.sunpointeinvestments.com multifamilyoffice investmentconsulting privateinvestmentoffice investmentadvisor best firm stlouis
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