By LinePoint Partners & Co.

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

LOS ANGELES , Sept. 12, 2025 /PRNewswire/ -- LinePoint Partners & Co., a family office firm offering an exclusive affiliation model and platform for ultra-high-net-worth (UHNW) breakaway advisors and single-family office (SFO) leaders, announced today the appointment of Dan Cole as its Chief Financial Officer and Head of Advanced Wealth Planning.

Cole is a seasoned family office and corporate finance leader who has held senior leadership roles at multibillion-dollar single family offices over the past decade. In these roles, he designed and led sophisticated trus

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