Resources

Insights for driven entrepreneurs

Educational materials to help you understand how a high-performing Virtual Family Office can support your goals.

Your Optimal Financial World — book cover

How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices

As an entrepreneur, you’re in business to do more than make money. You want to take care of your loved ones, contribute to your community, and make a real difference in the world.

This 145-page eBook explains how you can use the benefits offered by a Virtual Family Office structure to meet your goals.

Read the Free eBook

Your Optimal Financial World is authored by Russ Alan Prince and John J. Bowen Jr. and is provided for educational purposes only. The views expressed are those of the authors and do not constitute investment advice from Integrated Wealth Advisors.

From the Exit Planning Institute

Planning for what comes next

Walking You Through the Perfect Exit

Walking You Through the Perfect Exit

The Exit Planning Institute’s guide to personal, purpose-driven planning for what comes next after a business transition.

Read the Whitepaper
Who Has a Seat at the Table?

Who Has a Seat at the Table?

An Exit Planning Institute infographic series on the key members of an owner’s exit planning team — and the role each plays in a successful transition.

View the Infographic Series
Exit Planning Institute

The above materials are published by the Exit Planning Institute and are reproduced here for educational purposes. Integrated Wealth Advisors is not affiliated with the Exit Planning Institute except through Austin Collins’ CEPA® designation.