Creating and Preserving Wealth Through Professionalized Business Strategy, Elevated Investment Standards, and High-Impact Family Office Advisory
Empowering Elite Families & Boards
Inflection Point Advisory Group (IPAG) is an employee-owned, premier provider of business and investment strategy services, catering to family offices and both public and private companies. With extensive access to alternative investments and the capability to invest our own capital, we offer unparalleled strategic support.
We supplement your management, transition, governance, and investment team by giving you the benefit of our investment professionals with experience across multiple asset classes.
Our Tailored Solutions
Business and Board Advisory Services
We provide Board and Advisory Services for family offices, including sourcing top-tier board members, optimizing board structures, and enhancing board performance.
Investment Advisory Services
We provide comprehensive Investment Advisory Services, including portfolio management, construction, and asset manager selection, tailored to meet our clients’ unique financial goals.
Access to Alternative Investments
We enjoy access to a wide array of fund managers across many asset classes, including to some of the largest fund managers in the World.