An integrated wealth advisor is a family wealth advisor who has developed greater competency for integrating family office services and the work of other advisors. The integrated wealth advisor – also termed an expert generalist – goes beyond specific technical disciplines in UHNW wealth management to put the client family’s goals and objectives first, with true client-centered services.  This advisor ensures that all specific disciplines are responding to and integrated with those goals and that the family’s best interests are being consistently met. The integrated wealth advisor tries to anticipate how one decision might affect another and that the implications of one activity are understood and incorporated in others.

The role requires excellent project management skills as well as a broad understanding of quality service delivery across multiple domains and disciplines. It therefore requires support from leadership in the organization as well as ongoing training and the alignment of compensation and business models to avoid conflicts of interest or goals. Integrated wealth advisors are often found in firms and family offices who handle more complex patterns of integration and who seek to function as an integrated hub in service delivery.