Integrated Partners and estate planning platform Wealth.com said Tuesday they entered into a strategic partnership that will give Integrated advisors access to next-generation estate planning tools and allow for an even more holistic view of clients’ increasingly complex financial lives.
Integrated “recognizes the critical importance of comprehensive estate and succession planning, particularly in light of the estimated $84.4 trillion in assets that’s projected to transfer to the next generation by 2045,” the firm said, pointing to a Cerulli report.
The RIA’s commitment to provide holistic solutions to its clients was also demonstrated by the success of its CPA Alliance program that fosters relationships between certified public accountants (CPAs) and advisory firms, it said.
Integrated recently started expanding advisor access to specialized services through strategic partnerships, new hires and innovative technology implementation, it noted.
“We aim to empower our advisors to quarterback their clients’ financial lives,” according to Andree Mohr, Integrated Partners President.
To do that, she said: “We provide access to a diverse array of specialists, from family office experts serving ultra-high net worth individuals to insurance and business owners specialists. Clients are increasingly looking for services that offer additional value. This strategic partnership is set to enhance our advisors’ ability to satisfy these evolving expectations with access to estate planning, backed by a network of estate planning attorneys.”
“This strategic partnership is set to enhance our advisors’ ability to satisfy these evolving expectations with access to estate planning.”
Andree Mohr, President, Integrated Partners
The Wealth.com platform features a design that it says is intuitive and user-friendly for advisors and clients.
“The team at Integrated Partners is consistently delivering innovative solutions to its clients,” said Tim White, Co-Founder and Chief Partnership Officer at Wealth.com.
“Wealth.com is proud to bolster these efforts, ensuring that its ultra-high net worth, high net worth and mass affluent clients receive comprehensive and tailored estate planning services at every step of their financial journey,” White added.
Founded in 1996, Integrated Partners has over 212 advisors, more than 190 CPAs and 116 regional offices.
Jeff Berman, Contributing Editor & Reporter at Wealth Solutions Report, can be reached at jberman@wealthsolutionsreport.com.
