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Inflection Point Advisory Group, LLC
Inflection Point Advisory Group, LLC 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, LLC also has extensive access to alternative investments and can invest its own capital.
Business and 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, Investment Manager, Estate Planning Expert 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
- Access to Alternative Investments
- Detailed Performance and Attribution Reporting