GREENPOINT ADVISORS LLC
MIAMI, FLORIDA

Situated in Miami, Florida, Greenpoint Advisors LLC has been serving high net worth families both domestically and internationally since its incorporation on September 2, 2011. Recognized as a Limited Liability Company in the state of Florida, the firm is registered under the state filing number M11000004441. Based at 2601 S. Bayshore Drive, Suite 1600, Miami, FL 33133, the company is dedicated to providing personalized, comprehensive family office solutions tailored to each client's unique needs. At its core, Greenpoint Advisors offers a commitment to integrity and unbiased advice while ensuring exemplary client service. Their services encompass a wide range of financial advisory roles including tax planning, investment management, and estate planning. The firm maintains its independence by avoiding sales of financial products, instead collaborating with a network of external professionals to maintain the objectivity and credibility required in their counsel. Understanding that robust multigenerational relationships are pivotal for lasting trust, Greenpoint Advisor excels in fostering these connections among the families they serve. Led by GA/CM MGR LLC as its manager, the company stays engaged with compliance through filing annual reports. The latest of these was filed on January 29, 2024, covering activities up until that year. For further information or to get in touch, calls can be directed to their Miami office at (305) 531-2597 and (305) 531-2428. More detailed insights into their offerings can be found on their website, greenpointadvisors.com.