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

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BOSTON–(BUSINESS WIRE)–Integrated partnersa national registered financial planning and investment advisory (RIA) firm, today announced that it has hired Stephen Kolano, CFA, as Managing Director, Investments for the Integrated Family Office, which will provide ultra-affluent families with a roadmap for multi-generational success. The solution brings together a comprehensive network of leading authorities in family and business law, business management, private lending, record keeping and investing to guide households through the process difficult and complex transfer of generational heritage.

Kolano joined Integrated Partners after spending over 19 years at BNY Mellon in several roles, most recently as Chief Investment Officer (CIO) for BNY Mellon Investor Solutions. Before that, he started his career at JPMorgan Chase. Kolano is eager to join Integrated Partners to have a greater impact on the investor.

“We implement effective and impactful strategies based on family values ​​and goals to do what is best to preserve and grow wealth,” Kolano said. “The Integrated Family Office is truly a global solution that simplifies the transmission of generational assets and strengthens family legacies.

With 90% of family businesses failing in the third generation, according to the harvard business reviewIntegrated Partners’ Founder and President Paul Saganey was inspired by his own life experience as he began to plan how to pass on his hard-earned wealth to the next generation and wanted to help others in this important endeavour.

“With perhaps the largest generational transfer of wealth in history on the horizon, we wanted to create a complete solution for families to transform the succession process,” Saganey said. “Our advisors really know their clients on a deep and personal level, which I wanted to see reflected in the integrated Family Office. We have compiled a deep bench of experts from our CPA Alliance and Solutions for business ownerswhose combined knowledge and experience will provide families with a roadmap for a successful wealth transfer for generations to come.

The scope of services offered by Integrated Partners ranges from wealth and lifestyle management to philanthropy; private banking and lending; inheritance and business planning; services and governance of trust companies. Each client has their own portal where they can review their progress in the following areas:

  • 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 help with bill paying, household human resources, family purchasing power, and information technology assistance. (IT). Families can take advantage of estate planning services through annual family meetings, family mission statements and generational financial education, enabling them to maintain and grow their wealth over generations.

For more information on The New Ultra High Net Worth Family Program from Integrated Partnerscall 781-890-3045 or email [email protected].

About integrated partners

Since 1996, Integrated Partners has been helping financial advisors realize their entrepreneurial vision. We offer comprehensive business formation services, designed for the truly independent advisor. 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. Built and developed on a foundation of empowerment, integrity and trust, we believe in the incredible power of financial advisors to positively impact people’s lives. Integrated supports advisors by providing a fully customizable open-architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, mergers and acquisitions, succession planning and comprehensive advisory companies.

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

Securities offered by LPL Financial. FINRA/SIPC member. Investment advice provided by Integrated Partners, a registered investment adviser and separate entity from LPL Financial.

The opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations to any individual. All performance referenced is historical and does not guarantee future results. All indices are unmanaged and cannot be invested directly.

There is no guarantee that the techniques and strategies described are suitable for all investors or will produce positive results. The purchase of certain securities may be necessary to affect some of the strategies. Investing involves risk, including possible loss of capital.

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