We are built for business owners because we are business owners. We understand the specific weight of building an enterprise from the ground up — the challenges of growth and the complexities of planning a successful exit. By applying the same strategic discipline we use with our clients to our own firm, Integrated has grown from a local practice to an SEC-registered investment adviser serving high net worth individuals, families, and founders.
Business owners face a different kind of financial complexity — one where personal wealth, business equity, and long-term legacy are deeply intertwined in ways that most advisors are not equipped to navigate. We have built our practice specifically around that reality. We don't just provide advice; we provide a partnership rooted in the shared experience of building a legacy.
Virtual Family Office Services for Business Owners and Entrepreneurs
The Financial Challenges Founders Face Are Different
Goals-Based
Planning & Investing
Differentiating strategies for tax-efficient portfolios tailored to your long-term financial goals, including the ones that only become possible after a successful exit.
Tax Strategy &
Planning
Proactive strategies to help minimize capital gains and tax exposure surrounding a liquidity event, coordinated through independent third-party tax professionals.
Investment Banking
Resources
Advisory guidance on business sale planning and structure, facilitated through IWA's network of independent third-party investment banking professionals.**
Most wealth management firms treat business equity as a line item. We treat it as the center of gravity around which everything else is planned. For founders, the questions are rarely simple: How do you begin separating personal wealth from business risk? How do you plan for an eventual transition without losing sight of today's growth? How do you protect what you have built while positioning yourself for what comes next?
These are the questions we are built to help you work through — with a team that has navigated them firsthand.
Services Focused on Your Needs as a Founder
The financial priorities of business owners and entrepreneurs are distinct. Below we have highlighted the services where founder and entrepreneur clients most often focus their planning. For our full range of wealth management and VFO services, visit our Personal Wealth Management page.
Pre-Transaction
Planning
Detailed planning around priorities, business objectives, and resource alignment as you begin to explore your options and think through what a transition might look like.
Liquidity
& Exit Planning
Strategic insights on business growth, liquidity events, and transition planning as you begin thinking through a sale or your next venture.
Wealth Strategy & Estate
Planning
A custom roadmap for protecting and transferring the wealth created by your business, 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 network of vetted investment partners.*
Is Integrated the Right Fit for You?
Our approach is designed for a select group of clients with complex financial landscapes. We specialize in building tailored strategies that coordinate business equity, real estate, and traditional portfolios into a cohesive plan for the future. We are typically well suited for:
Business Owners with companies valued between $3M and $20M, particularly those beginning to think about a full or partial exit.
Families navigating multi-stage transitions that involve complex assets, including direct real estate holdings and business interests.
Founders balancing the competing demands of business growth and personal wealth objectives.
Planning Around Your Exit — What We Help You Think Through
A business exit is one of the most consequential financial events of a founder's life. IWA's role is to help you think through the financial and wealth planning dimensions of that process — from the early stages of preparation through the years that follow a transaction. While IWA does not facilitate the sale itself, we work alongside your transaction team to help you arrive at the closing table prepared, and to ensure that the wealth created by your exit is protected, invested, and aligned with your long-term goals.
The stages where financial planning matters most:
Before a transaction: Pre-transaction wealth planning, tax strategy, estate structure, and goal-setting
During a transaction: Coordination with your legal and tax advisors on wealth implications as the deal progresses
After the close: Investment strategy, tax management, estate planning, and transitioning from business owner to private wealth client
We are with you every step of the way
Pre-Transaction Planning
Tax & Wealth Strategy
Advisor Coordination
Investment Planning
Estate & Legacy Planning
Post-Transaction Transition
Life After the Sale
