Client solutions built around your life
At Waypoint West, every client journey begins with purpose. Our solutions are broad by design and personalized in execution—built to align your wealth with what matters most. From major transitions to everyday clarity, we help you live with alignment and intention.
Explore sample solutions in focus, by client profile
Private Markets Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Private Market Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.
Private Markets Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Private Market Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.
Private Markets Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Private Market Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.
Private Markets Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Private Market Access
Unique exposures across private markets asset classes, pulled into total portfolio solutions or co-investment access.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Liquidity Solutions
Tap into Compensation & Liquidity solutions experts as you move from value creation to preservation.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Portfolio Management
We build custom multi-asset portfolio solutions, optimizing for our client's unique circumstances.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Insurance, Trust & Estate Planning
Proactive planning around insurance, trust & estate to optimize around life's inevitable transitions.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Values-Aligned Investing
Manage environmental, social and governance risks, and explore impact investing.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Philanthropic Strategy
Foundation and DAF setup, governance, and grantmaking for maximum flexibility and impact.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Hedging & Options
Custom hedging and options strategies utilized for specific client considerations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Generational Continuity Planning
We deliver comprehensive plans to help you accomplish financial freedom for yourself and future generations.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Tax Optimization
We take a proactive approach to mitigating taxes across all aspects of a client's total wealth picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.
Family Office Services
Lean into Waypoint West as the holistic Chief Financial Officer of your life, integrating ongoing decision making into your total financial picture.