Integrated Partners Expands Ultra-High-Net-Worth Services with SIGIL Family Office Launch
Event summary
- Integrated Partners adds SIGIL Family Office, led by Kyle Caouette and John de Carvalho, to serve ultra-high-net-worth clients.
- SIGIL brings expertise from scaling Parcion Private Wealth to $2B in assets before joining Integrated.
- The move leverages Integrated’s platform for greater brand autonomy while accessing its nationwide CPA Alliance.
- Integrated now manages over $25B in assets under advisement, with 220 advisors across 116 regional offices.
The big picture
Integrated Partners is doubling down on high-net-worth wealth management, a segment increasingly dominated by specialized virtual family offices. The addition of SIGIL aligns with industry trends toward consolidation and boutique services for affluent clients. With $25B in AUA, Integrated is positioning itself as a scalable alternative to traditional multi-family offices.
What we're watching
- Client Acquisition Pace
- How quickly SIGIL can attract ultra-high-net-worth clients to Integrated’s platform.
- Operational Integration
- Whether SIGIL’s boutique approach can scale within Integrated’s broader advisory network.
- Competitive Differentiation
- The extent to which SIGIL’s virtual family office model sets Integrated apart from rivals like Parallel Advisors.
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