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Inflection Point Advisory Group, LLC
Inflection Point Advisory Group, LLC is an employee-owned premier provider of businesses and investment strategy and advisor oversight services to family offices and businesses, and public and private companies. Inflection Point Advisory Group, LLC also has extensive access to alternative investments and can invest its own capital.
Business, Family Office and Board Advisory
We provide Board and Advisory services for family offices and companies, including sourcing top-tier board members, optimizing board structures, and enhancing board performance.
- Family Office Formation and Structure
- Succession Planning
- Team Development
- Governance and Board Work
- Selling the Business
- Third-Party Advisor Selection
- Operational Improvements
Investment Strategy and Advisor Oversight
We provide investment strategy and advisor oversight services, focused primarily on new and existing asset manager selection, tailored to meet our clients’ unique financial goals.
Investment strategy and advisor oversight of:
- Asset Manager Selection / Access
- Asset Allocation
- Portfolio Evaluation
- Access to Alternative Investments