Brenton Point - Careers


Our family office clients engage in sophisticated investment programs. They utilize global money managers and require comprehensive reporting to manage a variety of financial needs and wealth transfer strategies. We foster long-term relationships with our clients by offering a combination of service, institutional expertise and global capabilities which are aligned with their distinct needs.

  • Bank Financing Analysis

  • Private Banking Capabilities through Relationship with BNY Mellon and Pershing

  • Special Asset Class Services

  • Statement Consolidation for External Assets

  • Assistance with Quarterly and Annual Reviews

  • Wealth Transfer Planning and Monitoring

  • Beneficiary Education

  • Coordinate Other Professionals Counseling Family Needs