Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Experts in family/business law; business management; private lending; and CPA services will align cohesively

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, today announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a roadmap for multi-generational success. The solution pulls together a comprehensive network of leading authorities in family and business law, business management, private lending, recordkeeping and investing to guide households through the challenging and complex process of generational wealth transfer.

Kolano joined Integrated Partners after having spent over 19 years at BNY Mellon in multiple roles, most recently as Chief Investment Officer (CIO) for BNY Mellon Investor Solutions. Before that, he began his career at JPMorgan Chase. Kolano is eager to join Integrated Partners to make a larger impact on the investor.

“We implement efficient, impactful strategies based on the family’s values and goals to do what’s best to preserve and grow wealth,” Kolano said. “The Integrated Family Office is truly a comprehensive solution that brings simplicity to generational wealth transfers and fortifies family legacies.”

With 90 percent of family-owned businesses failing by the third generation, according to the Harvard Business Review, Integrated Partners' Founder and President Paul Saganey drew inspiration from his own life experience of starting to plan how to pass his hard-earned wealth to the next generation and wanted to assist others in this important endeavor.

“With perhaps the largest generational transfer of wealth in history on the horizon, we wanted to create a comprehensive solution for families to transform the succession process,” Saganey said. “Our advisors truly know their clients on a deep and personal level, which I wanted to see mirrored in the Integrated Family Office. We’ve compiled a deep bench of experts from our CPA Alliance and Business Owner Solutions, whose combined knowledge and experience will provide families with a roadmap for the successful transfer of wealth for generations to come.”

The breadth of services Integrated Partners offers range from wealth and lifestyle management to philanthropy; private banking and lending; legacy and business planning; trust company services and governance. Each client has their own portal where they can review their progress in the areas of:

• Financial and investment management
• Tax planning and coordination
• Performance measurement
• Risk monitoring and impact planning

As part of their lifestyle management services, families can get additional assistance with bill payment, household human resources, family buying power and information technology (IT) assistance. Families can take advantage of the succession planning services via annual family meetings, family mission statements and generational financial education, enabling them to maintain and grow their wealth through generations.

For more information about Integrated Partners’ new ultra-high-net-worth family program, call 781-890-3045 or email info@integratedfamilyoffice.com.

About Integrated Partners

Since 1996, Integrated 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 and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States. Integrated 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 incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal.

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