Crosspoint Advisory LLC Background & Overview Overview

General Information

Crosspoint Advisory LLC is a multi-family office headquartered in Atlanta. Founded in 2010, the firm provides financial administration, daily money management, bookkeeping, and family office services to high-net-worth individuals and families. Crosspoint Advisory draws on deep expertise in accounting and financial planning to support clients with tailored solutions—enables families to navigate complex financial needs with a focus on long-term stewardship and operational efficiency.