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

▤ Summary

Elevation Point made a strategic minority investment in Family Office Partners, a newly launched independent wealth management firm based in Lafayette, Louisiana. The new firm is led by former UBS private wealth advisors and manages about $2.5 billion in client assets. Family Office Partners will use Elevation Point's capital, operating resources, and custody partnerships as it serves founders, entrepreneurs, family offices, and ultra-high-net-worth families. The firm also plans to provide services around private company transactions, exit planning, tax strategy, estate structuring, and family governance.

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