Greenpoint Advisors is focused on creating value by providing customizable family office solutions that reflect the needs and concerns of each individual client. We believe that the most effective family office model provides clients with customized objective oversight, aligned with a breadth of services designed to oversee the client’s entire financial and structural picture. Integrity, un-biased advice, and the highest standards of client service are paramount to our success and are the attributes we admire most in the professionals we work with.
Greenpoint Advisors is committed to building strong multigenerational relationships with our families. Our family office model handles all financial affairs while coordinating the efforts of experienced professionals that provide tax, investment, estate planning and various other services. To avoid the conflicts of interest inherent in other firms Greenpoint Advisors remains independent and does not sell financial products. Rather we work with multiple outside professionals that provide tax, investment, estate planning and various other services.