Integrated Partners, a national financial planning and registered investment advisory (RIA) firm managing over $25 billion in assets under advisement (AUA), has introduced Integrated Private Wealth. This new brand is specifically designed to guide business owners and their families through significant liquidity events and subsequent transitions.
The new platform integrates Integrated Partners’ existing capabilities in business-owner planning, advanced tax strategy, insurance, and family office services. Integrated Private Wealth aims to support entrepreneurs navigating defining moments such as business sales, recapitalizations, and post-liquidity life planning, engaging clients before, during, and after transactions.
Integrated Private Wealth operates through a three-stage process focused on assisting business owners in maximizing value, minimizing risk and taxes, and optimizing life, legacy, and capital stewardship after a liquidity event.
“Too often, business owners spend decades building something meaningful, only to experience fragmentation and uncertainty at the moment it matters most,” stated Homer Smith, Executive Director and Private Wealth Advisor for Integrated Private Wealth. “This platform changes that experience. We coordinate decisions early, anticipate risks before they become problems, and guide our clients through transitions with clarity, confidence, and control.”
Unlike traditional wealth management approaches that typically engage after a transaction has occurred, Integrated Private Wealth is structured to begin its engagement well in advance of a liquidity event. This proactive approach aims to align business strategy, personal financial planning, and tax considerations early, ensuring deliberate rather than reactive outcomes.
Paul Saganey, founder and CEO of Integrated Partners, commented, “Business-owner transitions are complex events with complex financial needs and can’t be solved in silos. They require coordination across tax, planning, investment strategy and risk management long before a deal is signed. Integrated Private Wealth reflects how we believe this work should be done: proactively, collaboratively and with the client’s full life in view.”
The launch also establishes Integrated Private Wealth as a new center of excellence within Integrated Partners’ national platform. Affiliated advisors will have the option to collaborate with, or refer clients to, Integrated Private Wealth for specialized transition planning and execution.
Smith recently introduced the Integrated Private Wealth brand during a presentation to fellow business owners at a Tony Robbins Platinum Partners event, highlighting the increasing demand among entrepreneurs for intentional, integrated guidance concerning liquidity and life transitions.
Integrated Private Wealth plans to expand its capabilities and team in the coming months, with an ongoing focus on serving business owners navigating complex transitions and multi-generational wealth planning. Further information is available at integratedpw.com. Advisory firms interested in Integrated Partners’ back-office and organic growth solutions can visit integrated-partners.com.
