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LIFTPOINT FAMILY WEALTH ADVISORS, LLC
LIFTPOINT FAMILY WEALTH ADVISORS, LLC is a New York-based RIA advising high-net-worth families on wealth management and estate planning.
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
LIFTPOINT FAMILY WEALTH ADVISORS, LLC is a registered investment advisor based in New York. Public records do not reveal a founding year, named principals, or the source of the firm’s wealth. The firm’s advisory scope likely spans traditional asset allocation, tax optimization, and estate planning for families. No specific asset-class mix, portfolio companies, or co-investment activity has been confirmed in public sources. Team size and additional offices are unconfirmed. No recent operational events have been publicly reported. LIFTPOINT’s structural differentiator remains unclear due to limited public disclosure. The firm's decision to operate without a public website or named principals suggests a private, relationship-driven model.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What services does LIFTPOINT FAMILY WEALTH ADVISORS offer?
The firm operates as a registered investment advisor, likely providing wealth management, financial planning, estate planning, and tax strategy. Public records do not detail specific service offerings.
Is LIFTPOINT FAMILY WEALTH ADVISORS a single-family office or multi-family office?
Based on the firm's name and RIA registration, it appears to function as a multi-family office, though no public confirmation exists.
Does LIFTPOINT publicly disclose its leadership or investment team?
No. The firm has no public website, LinkedIn page, or regulatory filings that name principals or investment professionals as of 2023.
What is the minimum net worth to work with LIFTPOINT?
The firm does not disclose minimum net worth or asset requirements. As a private RIA, thresholds are likely determined on a case-by-case basis.
How can I verify the firm's registration status?
LIFTPOINT FAMILY WEALTH ADVISORS, LLC is registered with the SEC as an investment advisor. You can verify its status via the SEC's Investment Adviser Public Disclosure (IAPD) database.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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