Element Pointe Plus - Element Pointe Family Office

Element Pointe Plus

A NETWORK
OF TRUSTED
PARTNERS

Wealth often extends beyond the portfolio. It encompasses the experiences, assets, and privacy that define how you live. At Element Pointe, we have identified and vetted an alliance of independent partners, each selected for their integrity, discretion, and commitment to exceptional service. From safeguarding your digital identity to navigating the skies on your own terms, traveling with intention and building a fine art collection of lasting significance, the Element Pointe Plus lifestyle alliance connects you directly with specialists who excel in each of these domains.

Private Aviation

Owning a private aircraft can be one of the most complex and consequential decisions in a high-net-worth lifestyle. Whether you are entering private aviation for the first time or optimizing an existing arrangement, receive guidance through the purchase, sale, and management of private aircraft with full transparency.

Fine Art Advisory

Fine art occupies a unique space in the lives of our clients: part passion, part legacy, and part portfolio. Get introduced to specialists who bring institutional-grade rigor and deep market knowledge to the acquisition, management, and divestiture of fine art. This guidance helps clients navigate one of the most nuanced and rewarding asset classes with confidence.

Cybersecurity

A high-profile life creates a high-profile target. We introduce clients to specialists offering concierge-level cybersecurity designed to protect personal devices, accounts, and private data around the clock, and proactive identity and privacy protection that removes your personal information from the internet before it can be exploited.

Luxury Travel Concierge

Design bespoke experiences. From private itineraries and exclusive access to seamless logistics anywhere in the world, you can transform travel planning from feeling like a transaction to being genuinely memorable.

Important Information

This sets forth the terms for introductions to or provision of a list of third-party lifestyle providers pursuant to Element Pointe Plus.

Please review the following terms carefully as they apply to any introduction made or list of Third-Party Lifestyle Service Providers (“Providers”) provided pursuant to Element Pointe Plus, including the Providers currently included or that may be added in the future. Your request for an introduction to or a list of these Providers constitutes an agreement to these terms.

You understand, agree, and acknowledge that the Firm:

  • Is not acting as an agent for you or any Provider and any introduction to any Provider by the Firm should in no way be considered a solicitation by the Firm for business on behalf of the Providers.
  • Is not endorsing, advising on, providing a warranty for, or guaranteeing the Providers or any services they may offer or provide.
  • May not be deemed to have provided advice, or endorsement in connection to your engagement of a Provider or any services provided.
  • Will not assume any expense or other responsibility related to the engagement of any Provider or any services provided.
  • Is not obliged to perform, and you will not rely on the Firm to perform due diligence on or review, examine, monitor, assess, or inform you regarding the quality, adequacy, or suitability of the Providers or their services. Any review that the Firm may have conducted on any Provider was based on information from sources that we believe to be reliable, but we cannot guarantee its accuracy or completeness.

You must make an independent decision to engage a service provider based on your own due diligence and any advice you may receive from your own advisers as needed, and not on any views or opinions expressed by the Firm.

  • Your point of contact for any information or documentation regarding Provider services will be the personnel of the Provider, and not any employee or associated person of the Firm.
  • Your engagement of any of these Providers is your decision and responsibility, and you accept any risks or costs associated with such engagement. If you require advice regarding any legal, tax, business, accounting, investment, or other matters, you will consult with the appropriate advisor.
  • Providers are not agents, affiliates, representatives, subcontractors, or any other associated persons of the Firm, and your relationship with a Provider will be governed by any agreement you and the Provider enter into and not any agreement you have with the Firm.
  • Your Firm account statements or other documents and information the Firm makes available to you will not reflect any information regarding any services from a Provider.
  • Nothing in this document shall be construed as giving rise to any duty of care owed to or advisory relationship with you or any Provider, and the Firm will have no ongoing role and no obligation to you to assist with, oversee, direct, or monitor the services provided by the Provider.
  • Providers may offer other services apart from those for which the Firm has provided an introduction. An introduction to one service does not constitute an introduction for any other services a Provider may offer. You should conduct your own due diligence and consult with your own advisors before engaging a Provider for other services.
  • Some Providers may offer you more favorable pricing because you are a client of the Firm. However, the Firm does not receive any revenue or compensation from these Providers for introducing the Firm’s clients. Ask the Provider about pricing for Firm clients.

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Charles Schwab


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Schwab is a registered broker-dealer, and is not affiliated with Element Pointe Family Office or any advisor(s) whose name(s) appears on this Website. Element Pointe Family Office is independently owned and operated.Schwab neither endorses nor recommends Element Pointe Family Office. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.Schwab has agreements with Element Pointe Family Office under which Schwab provides Element Pointe Family Office with services related to your account. Schwab does not review the Element Pointe Family Office Website, and makes no representation regarding the content of the Website. The information contained in the Element Pointe Family Office Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.