Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), has announced the launch of Integrated Private Wealth, a new private wealth brand purpose-built to guide business owners and their families through complex, high-stakes liquidity events and regret free transitions.
Led by executive director and private wealth adviser, 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 exclusively to serve entrepreneurs navigating defining moments such as business sales, recapitalizations and post-liquidity life planning — before, during and long after a transaction.
Integrated Private Wealth is anchored by a clearly defined, three-stage process focused on helping business owners maximize value, minimize risk and taxes, a
