The partnership comes at a time when wealth managers are competing to attract the trillions of dollars in financial and non-financial assets being transferred across the generations.

Integrated Partners, an RIA with more than $16 billion of assets under advisement, has inked a strategic pact with wealth expert Russ Alan Prince, executive director of Private Wealth Magazine. 

As the executive director of Private Wealth Magazine, Prince will work alongside Integrated advisors to enhance strategies for serving their UHNW clients. He will also act as a representative for Integrated during consultations with these clients. 

“The evolving complexity in our clients' financial lives has only underscored our firm's responsibility to drive innovation and forge meaningful collaborations, ensuring our advisors are empowered to deliver.

“Russ will add a new dimension to our client service by educating our advisors and CPAs on strategies for their UHNW clients,” Paul Saganey, president and founder, Integrated Partners, said. 

Prince will craft courses aimed at honing the technical skills of Integrated advisors and CPAs, while also guiding them to master relationship-building techniques, the firm added.