Integrated Partners announced that Kyle Caouette, John de Carvalho, and their team have joined the firm to launch SIGIL Family Office, a consultative platform focused on serving ultra-high-net-worth business owners and families.
The launch of SIGIL expands Integrated’s capabilities in the ultra-high-net-worth segment by providing strategic planning, asset management consulting, and virtual family office integration tailored to a select group of private client households. The firm currently supports more than $25 billion in assets under advisement.
Caouette previously worked at Parallel Advisors and earlier co-founded Parcion Private Wealth, helping scale it to more than $2 billion in assets. At Parcion, he partnered with de Carvalho, who served as chief investment officer.
SIGIL selected Integrated’s platform to maintain brand autonomy while leveraging its Integrated Advisor Dashboard and a full suite of planning, operational, and growth resources. Clients are expected to benefit from enhanced investment strategies, broader planning capabilities, and access to Integrated’s nationwide CPA Alliance, which connects advisors with tax professionals to address complex financial needs.
The addition of SIGIL reflects Integrated’s continued expansion through partnerships with entrepreneurial advisory teams, as the firm marks its 30th anniversary. Integrated provides a customizable, open-architecture platform that includes technology, investment management, advanced planning, marketing, M&A support, and succession planning for independent advisors.
KEY QUOTES
“Launching SIGIL Family Office allows us to create the type of boutique virtual family office that business owners and successful families demand. Integrated’s platform and culture of collaboration give us the scale and sophistication to elevate the client experience and help them achieve beyond what they thought was possible.”
Kyle Caouette, Founder, SIGIL Family Office
“The SIGIL Team are exactly the kind of entrepreneurial, growth-minded professionals who thrive at Integrated. Their dedication to successful ultra high-net-worth families, paired with our capabilities creates a powerful foundation for long-term success.”
Andree Mohr, President, Integrated Partners
