Elevation Point invests in new wealth management firm Family Office Partners in Lafayette, Louisiana.

From Yahoo Finance: 2025-06-23 06:05:00

US company Elevation Point invests in Family Office Partners, a new independent wealth management firm in Lafayette, Louisiana. Family Office Partners, led by former UBS private wealth advisors, manages $2.5bn in client assets. The team specializes in solutions for founders, entrepreneurs, and family offices.

Elevation Point’s backing allows Family Office Partners to operate independently. The team, with over 60 years of industry experience, focuses on assisting families with private company interests. Services include investment management, private company transactions, wealth stewardship, ESOP strategies, tax planning, and more.

Family Office Partners gains custody access through Elevation Point’s partnerships with Goldman Sachs Custody Solutions and BNY Pershing. Founder Benjamin Domingue emphasizes the firm’s commitment to serving families navigating private company ownership complexities. Elevation Point’s investment aligns with its support for entrepreneurial advisor teams.

Read more: Elevation Point backs new wealth manager Family Office Partners