The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Integrated Partners
US-headquartered Integrated Partners, a national financial planning and RIA firm serving more than $25 billion in assets under advisement (AuA), has launched Integrated Private Wealth, a new private wealth brand purpose-built to guide business owners and their families through high-stakes liquidity events and regret-free transitions.

Led by executive director and private wealth advisor Homer Smith, Integrated Private Wealth brings together Integrated’s business-owner planning, advanced tax strategy, insurance and family office capabilities under one unified platform. The brand is designed to serve entrepreneurs navigating defining moments such as business sales, recapitalizations and post-liquidity life planning – before, during and long after a transaction, the firm said in a statement.

Integrated Private Wealth is anchored by a three-stage process based on helping business owners maximize value, minimize risk and taxes, and optimize life, legacy and capital stewardship following liquidity.

The firm highlighted that 83 per cent of business owners believe it’s important to work with a financial professional for guidance through business and financial decisions, underscoring the growing demand for financial advisors who understand the complexities of a business owner and their family's financial picture.

Unlike traditional wealth management models that engage after a transaction, Integrated Private Wealth is designed to lead in advance of liquidity, aligning business strategy, personal planning and tax considerations early so that outcomes are deliberate rather than reactive.

Integrated Private Wealth also establishes a new center of excellence within Integrated’s national platform. Integrated-affiliated advisors serving business owners will be able to collaborate with, or refer clients to Integrated Private Wealth for specialized transition planning and execution.