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Inflection Point Advisory Group
Inflection Point Advisory Group is an employee-owned premier provider of businesses and investment advisory services to family offices and businesses, and public and private companies. Inflection Point Advisory Group also has extensive access to alternative investments and can invest its own capital.
Business & Board Advisory Services
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
- Personnel Evaluation
- Succession Planning
- Selling the Business
- Budgeting
- Governance and Board Work
- Third-Party Advisor Selection
- Operational Improvements
We provide comprehensive investment advisory services, including portfolio management, oversight and construction, and asset manager selection, tailored to meet our clients’ unique financial goals.
Investment strategy and oversight of:
- Asset Allocation
- Portfolio Construction
- Portfolio and Fee Rationalization
- Asset Manager Selection / Access
- Detailed Performance and Attribution Reporting
Investment Advisory Services
Access to Alternative Investments
We enjoy access to a wide array of fund managers across many asset classes, including some of the largest fund managers in the world. We also offer access to niche managers and strategies if that is the preferred approach. We specialize in evaluating managers’ past performance and generally avoid strategies that are over-complicated or not transparent.
- Private Equity/Buyouts
- Venture Capital and Growth Equity
- Private Debt
- Real Estate
- Hedge Funds/Specialty Strategies
- Co-Investments