Integrated Wealth Planners

The firm operates as a multi-family office, serving multiple unrelated affluent households rather than managing the capital of one founding family. This structure means it aggregates advisory services across clients, offering investment management, tax planning, and estate coordination on a shared platform. The model differs from a single-family office in that no single client's capital dictates the firm's existence or investment agenda. Each client relationship is separately governed via an advisory or trust agreement.

No. The firm's primary function is advisory, not proprietary deal-making. It constructs diversified portfolios using publicly traded securities and externally managed alternative investment funds rather than originating direct private equity or venture deals. Clients gain exposure to private markets through third-party fund commitments, with the firm acting as the allocator and due-diligence layer. This posture avoids the conflicts and capital demands of an in-house investment management business.

The firm is built around a cross-disciplinary planning model, meaning a client's investment portfolio is managed with direct awareness of their estate documents, trust structures, and tax position. Investment decisions such as asset location, holding period management, and tax-loss harvesting are executed inside the context of the broader family balance sheet. The office typically collaborates with the client's existing external legal and accounting professionals rather than replacing them, functioning as the central project manager. This reduces the fragmentation that occurs when specialists work in silos without a coordinating layer.

The firm's client base is understood to include business owners, corporate executives, and inheritors with complex balance sheets that benefit from consolidated oversight. These are families who have outgrown a standard brokerage or private banking relationship and require coordination across multiple professional advisors. The common thread is a need for unified reporting and planning rather than singular access to proprietary investment products. Specific client identity remains confidential consistent with multi-family office norms.

Integrated Wealth Planners performs internal due diligence on third-party investment managers before allocating client capital, but does not publicly disclose its selection criteria or approved manager list. The process is understood to emphasize transparency, liquidity alignment, and tax efficiency of the underlying vehicle rather than simply chasing performance. Final allocation decisions rest with each client family within the framework the firm recommends. This advisory governance structure is typical of multi-family offices that do not operate proprietary funds.