Integrated Partners, a national financial planning and registered investment advisory firm serving more than $25 billion in assets under advisement, has launched Integrated Private Wealth, a new private wealth brand designed to guide business owners and their families through complex liquidity events and major life transitions.
The new platform brings together business-owner planning, advanced tax strategy, insurance, and family office capabilities under a unified structure tailored specifically for entrepreneurs navigating business sales, recapitalizations, and post-liquidity life planning. The initiative is led by Homer Smith, executive director and private wealth advisor, and is built to support clients before, during, and long after a transaction.
Integrated Private Wealth is structured around a three-stage process aimed at helping business owners maximize enterprise value, minimize risk and taxes, and optimize life, legacy, and capital stewardship following liquidity. The approach emphasizes early coordination of business, persona,l and tax strategies to create intentional outcomes rather than reactive decisions.
The firm positions the new brand as distinct from traditional wealth management models that typically engage after a transaction closes. Instead, Integrated Private Wealth is designed to work with business owners well in advance of liquidity events, aligning business strategy and personal financial planning from the outset.
The launch also establishes a dedicated center of excellence within Integrated’s national platform. Advisors affiliated with Integrated who serve business owners can collaborate with or refer clients to Integrated Private Wealth for specialized transition planning and execution.
Smith recently introduced the new brand during a presentation to fellow entrepreneurs at a Tony Robbins Platinum Partners event, highlighting rising demand among business owners for more coordinated guidance around liquidity and long-term planning.
Integrated Private Wealth plans to expand its capabilities and team in the coming months, with a focus on complex transitions and multi-generational wealth planning. Integrated also noted that advisory firms can learn more about its broader suite of back-office and organic growth solutions through the company’s website.
KEY QUOTES:
“Too often, business owners spend decades building something meaningful, only to experience fragmentation and uncertainty at the moment it matters most. 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.”
Homer Smith, Executive Director Of Integrated Private Wealth
“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.”
Paul Saganey, Founder And CEO Of Integrated Partners
