Thought Leadership

How to Differentiate Family Office Services | Advisor Perspectives

How to Differentiate Family Office Services | Advisor Perspectives

by Stephen Kolano, September 6, 2022 Read the Full Article >> Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. There’s a saying within the wealth management industry – “If...

Integrated Partners Picks Up Exec From BNY Mellon | ThinkAdvisor.com

Integrated Partners Picks Up Exec From BNY Mellon | ThinkAdvisor.com

Hybrid RIA Integrated Partners has appointed Stephen Kolano, a chartered financial analyst, as managing director, investments for its relaunched Integrated Family Office business, which the firm said Wednesday will “provide ultra-high-net-worth families with a roadmap...

Integrated Launches Family Office Offering

Integrated Launches Family Office Offering

The RIA recently formalized services for wealthy families with $20 million or more and hired Stephen Kolano as managing director of investments. Read Article: https://www.wealthmanagement.com/high-net-worth/integrated-launches-family-office-offering

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