Optimize Your Financial World

There are many places where your life intersects with money, such as your business, personal relationships, retirement and desired lifestyle. With a Virtual Family Office (VFO), you'll have a cohesive professional team actively collaborating to optimize your financial world, helping you build an amazing life of significance.

Who we work with

High Net Worth Families

Founders & Entrepreneurs

Out Virtual Family Office Approach

Rely on a team that is specifically built for you

We leverage our network and experience to build a customized Virtual Family Office for you. Our ongoing discovery process helps clarify and prioritize your desired outcomes. Hand-picked, pre-vetted professionals integrate with your existing team to deliver distinct and holistic wealth strategies. We coordinate your entire team in alignment with your objectives, working toward the best outcomes through complex transitions. Your VFO may include any number of professionals and services.

Goals-Based
Planning & Investing

Differentiating strategies for tax-efficient portfolios tailored to your long-term financial goals.

Risk
Mitigation

Comprehensive strategies to protect valuable assets and minimize exposure to financial loss across a complex wealth picture.

Lifestyle Services

Connections, resources, and opportunities to increase enjoyment of your relationships and wealth.

CFO Services

Dedicated accounting, administrative, and operational support for family financial management, provided through independent third-party professionals.

Pre- Transaction
Planning

Detailed planning around priorities, business objectives, and resource alignment as founders explore strategic options and transactions.

Liquidity
& Exit Planning

Strategic insights on business growth, liquidity events, and transition planning for founders approaching a sale or next venture.

Tax Strategy &
Planning

Proactive solutions to minimize capital gains and tax exposure, coordinated through independent third-party tax professionals.

Charitable Giving &
Planning

Advice and tools to amplify philanthropic impact, whether directed toward local communities or global initiatives.

Family Governance
& Education

Structured frameworks that align family members around shared values, decision-making, and wealth stewardship across generations.

Investment
Banking Resources

Advisory guidance on business sale planning, structure, and execution, facilitated through IWA's network of independent third-party investment banking professionals.

Integrated Wealth Advisors coordinates access to a network of independent third-party professionals in each of these areas. The Firm does not provide legal, tax, or accounting services.

Wealth Strategy & Estate
Planning

Custom roadmap process for sophisticated wealth planning, coordinated through independent third-party legal and estate planning professionals.

Private Investment
Opportunities

Advisory guidance on private market opportunities, evaluated and presented through IWA's established network of vetted investment partners.*

Real Estate

Expert guidance on business and personal real estate assets, through IWA's network of independent third-party professionals.

Trust Services

Structured guidance to align wealth with long-term values and intentions across generations, coordinated through independent third-party trust professionals.

Additional Resources Specifically for Founders & Entrepreneurs

  • Austin Collins

    Founding Principal

  • Anthony Rossi

    Registered Client Service Specialist

  • Laura McCarthy

    Director of Operations

  • Meagan Orr

    Executive Assistant