Insights and Commentary…

Investment Insights

2022 Mid-Year Market Update and Outlook

The first half of 2022 proved to be a challenging period for risk assets globally, causing many investors to wonder what the second half of the year will have in store. In our Element Pointe Mid-Year Market Update and Outlook, we share our views on the economy and our outlook on global markets and asset […]

// READ MORE //
Investment Insights

Market Outlook: Top Ten Investment Themes for 2022

Element Pointe is pleased to present our Market Outlook: Top Ten Investment Themes for 2022…

// READ MORE //
Family Office Insights

How the World’s Highest Paid Athletes Can Build Generational Wealth

Written By: Kristopher Martin, CFP®, Vice President, Wealth Advisor kmartin@elementpointe.com In recent years, many professional sports contracts have exploded to eight and nine-figure mega deals. As a result, today’s athletes have even more opportunity to build the foundation for generational wealth for their families. In 2020, the Kansas City Chiefs made history by signing their […]

// READ MORE //
Industry Insights

The Future of Gaming and eSports…

In August, Element Pointe’s CEO, David Savir, had the opportunity to have a very special discussion with investor and entrepreneur, Andy Miller. Their conversation centered around the growth of the gaming and eSports industries, and the exciting and ongoing evolution of the eSports landscape. Andy Miller is a successful investor and entrepreneur, and a leader […]

// READ MORE //
Family Office Insights

How to Have a Productive Family Meeting

September 1, 2020 How to Have a Productive Family Meeting For high net worth families, holding regular family meetings is critical to their success in forging strong intergenerational relationships, and managing and growing family wealth over time.  There are several key components to a productive family meeting. The top priorities should be to include every […]

// READ MORE //
Family Office Insights

Sample Family Meeting Agenda

September 1, 2020 Hosting a Productive Family Meeting: Sample Agenda Breakfast Buffet (everyone is in a better mood after a good meal!) Welcome Remarks and Introduction (this can be done by the matriarch or patriarch of the family, or by a trusted advisor who is there to help organize the meeting and facilitate the discussion). […]

// READ MORE //

Error: Contact form not found.

Client Login

For your convenience, the following links will provide direct access to your account and portfolio information.

By clicking on the links above, you will be leaving the Element Pointe website and entering a third party website that is not maintained by Element Pointe Family Office. Such websites may contain terms and conditions, privacy provisions, confidentiality provisions, or other provisions that differ from the terms and conditions applicable to this website. Links to other Internet services and websites are provided solely for the convenience of users. All products, services and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy.

Charles Schwab

You are now leaving the Element Pointe Family Office Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

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.