PointOne Family Office

PointOne Family Office provides ongoing, discretionary portfolio management and family office services to individual and high‑net‑worth clients, typically those meeting a stated $10 million account minimum. The firm charges asset‑based fees and documents client objectives and risk tolerances in individualized Investment Policy Statements.

The firm uses a mix of analysis techniques — including fundamental, quantitative, technical, and modern portfolio theory — and implements strategies that range from long‑term holdings to short sales, margin and options trading, as well as allocations to private equity, hedge funds and real estate funds. PointOne also conducts due diligence on and may refer clients to third‑party managers, monitoring those managers’ performance as part of its advisory services.

PointOne’s brochure discloses several arrangements that are uncommon for peers: it operates under a licensed life insurance agency and its supervised persons may recommend commissionable insurance products; it has an affiliated entity that arranges broker‑dealer‑licensed transactions through a FINRA‑member broker‑dealer and states it requires clients to use Goldman Sachs as custodian. The firm also discloses that it sometimes makes proprietary investments from corporate balance‑sheet capital and that one supervised person is an attorney (with legal services not offered to clients); these affiliations and proprietary positions are addressed in its conflict‑management disclosures.