FAQs

Client Questions

ABOUT SPIREPOINT

What makes SpirePoint different?

SpirePoint acts as a true fiduciary, always prioritizing our clients' best interests. Unlike some firms, we have no proprietary funds or investments that could create conflicts of interest. Our open-architecture approach allows us to provide truly objective advice, including for assets held outside of our preferred custodians.

Who does SpirePoint work with?

We specialize in serving ultra-high-net-worth families, offering personalized strategies tailored to their unique goals and values. Our client relationships are built on trust, mutual understanding, and a shared commitment to achieving meaningful outcomes.

Do I have to live near SpirePoint’s office to work with you?

Not at all. SpirePoint partners with families nationwide, leveraging advanced management technology to provide seamless, high-touch service, regardless of location.

Who will I be working with at SpirePoint?

You’ll be supported by the entire SpirePoint team, ensuring comprehensive and personalized service. Your primary advisor will oversee your financial strategy, backed by a group of dedicated professionals who collaborate to meet your needs.

OUR SERVICES

What is a Family Office?

Family offices are often created to manage all aspects of a family’s wealth and business. SpirePoint’s Family Office offers the services of a traditional family office—investment management, tax planning, trust reporting, and more—without the complexity or cost of managing a separate entity. We scale these services to suit your family's specific needs.

Do I need to move my accounts to work with SpirePoint?

No. SpirePoint can advise on assets held outside of our custodians, providing services such as investment reviews, due diligence, and consolidated reporting to simplify your financial picture.

What is SpirePoint’s investment philosophy?

We aim to help clients achieve their financial goals with minimal risk. SpirePoint’s approach focuses on maximizing risk-adjusted, after-tax returns while reducing costs and complexity. Each portfolio is tailored to individual objectives and risk preferences.

How should I prepare for an economic recession?

Market cycles are unpredictable, but a well-thought-out, long-term strategy can help weather economic downturns. SpirePoint works with you to align your portfolio with your risk tolerance, time horizon, and both short- and long-term goals.

FEES AND PROTECTIONS

How does SpirePoint charge for its services?

Our fees are transparent and typically based on a percentage of assets under management. For assets not directly managed by SpirePoint, we offer hourly billing agreed upon during our engagement process. Family office and due diligence consultation fees are also agreed upon during our engagement process.

How are my assets protected?

Client accounts are held with Goldman Sachs and Charles Schwab, both members of the Securities Investor Protection Corporation (SIPC), which provides coverage up to $500,000. Additional protection is provided through commercial insurance. Click here for reference to what SIPC does and does not cover.

GETTING STARTED WITH SPIREPOINT

Does it cost anything for an initial consultation?

Your initial consultation with SpirePoint is complimentary. We use this time to thoroughly analyze your situation and determine if our services align with your goals before making any recommendations.