Read Press Release Via Businesswire.com
Feb 24, 2026 9:08 AM Eastern Standard Time | Via Businesswire.com
Business transitions are among the most complex and important financial moments an entrepreneur will face.
That’s why we launched Integrated Private Wealth: a firm purpose-built to guide business owners through sophisticated transactions before, during and long after the deal closes.
As executive director, Homer Smith, explains: “Our role is to provide leadership through complexity—coordinating decisions early, anticipating risk and helping clients move through transition with clarity, confidence and control.”
Learn more about this exciting new chapter here.
