Integrated Financial Partners Launches Family Office; Appoints Rich Austin as Executive Director
The new "Integrated Family Office" will offer advisors a comprehensive suite of services designed to protect and grow family and business legacies. Services offered in support of advisors include: advanced business planning; legacy planning; governance, lifestyle management; philanthropy; trust company services
BOSTON, March 7, 2019 /PRNewswire-PRWeb/ -- Integrated Financial Partners, a national financial planning and registered investment advisory firm, is proud to announce the launch of a new member of the Integrated family of companies: Integrated Family Office. As clients' financial needs continuously expand and evolve over the course of their lives, and as wealth is built across generations, Integrated believes that advisors must be supported to the fullest extent possible via comprehensive services tailored to high-net-worth and ultra-high-net-worth families. Designed for these families, and with the needs of business owners in mind, the Integrated Family Office will be headed by Richard Austin, JD, LLM, CIMA, CBEC.
The financial advisors at Integrated have long placed a premium on advanced financial planning, and the Integrated Family Office services are a natural extension of this commitment to comprehensive financial care.
In addition to traditional wealth management, the family office suite of services includes:
- Advanced business planning: growth strategies, succession planning and tax planning
- Legacy planning: estate planning, wealth distribution, asset protection, risk management
- Governance: annual family meetings, family mission statement, general financial education
- Lifestyle management: household HR, document management, more
- Trust company services: liaison with trust companies, tax efficiency, trustee services
To lead this new division, the firm has tapped Austin, a longtime financial industry veteran who specializes in working with HNW and UHNW families. He also focuses on working with business owners and executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high-net-worth clients build legacies and create family dynasties. Austin also works with advisors in the design and implementation of thoroughly researched tax reduction strategies.
"The launch of the Integrated Family Office and the addition of an executive of Rich Austin's caliber are further examples of our dedication to being the most supportive and value-added resource for advisors – and by extension their clients," said Paul Saganey, CFP, founder and president. "We simply will not take our foot off the gas – every single day our leadership team and our advisors ask: 'what else can we do, how else can we improve?' and then we act."
Austin adds: "I've known Paul for many years, and as such I know that his genuine passion for our profession, our advisors and our advisors' clients, is second to none. To be entrusted with designing, implementing and managing the Integrated Family Office is an honor and a privilege.
Integrated has plans for continued expansion in 2019 and beyond – to include innovative client/advisor service offerings, and advisory teams themselves, nationwide. In addition to strong concentrations of advisors in the northeast and southwest, the firm is actively looking for advisors interested in joining, from across the United States. Integrated remains on pace to surpass 2018 advisor and asset growth, by mid-2019 if not before.
For more information, please visit http://www.ifpadvisor.com or e-mail [email protected]
About Integrated Financial Partners
Since 1996, Integrated Financial Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over one hundred advisors and thirty-six regional offices across the United States, Integrated Financial Partners has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people's lives. Integrated Financial Partners supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
We believe in advisors. Let us prove it to you.
The financial consultants of Integrated Financial Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
SOURCE Integrated Financial Partners
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