ATLANTA, GEORGIA February 11, 2025 — To help members better serve clients’ evolving needs, Allinial Global has established a new strategic partnership with Integrated Partners. This exclusive partnership provides Allinial Global members in North America with access to comprehensive independent multi-custodial wealth management, including family office, business succession, retirement planning, and mass affluent solutions.

Integrated Partners helps entrepreneurial advisors increase firm revenue, create strong client relationships, and become the ideal multi-disciplinary practice. Through the new partnership between Allinial Global and Integrated Partners, association members receive access to a premium website, the InTouch marketing system, and complimentary legal consulting for assistance with entity agreements.

“As client needs grow increasingly complex, it’s critical for our members to have the right resources to stay competitive. Our new partnership with Integrated Partners empowers Allinial Global member firms to explore innovative solutions in wealth management, providing tools and expertise that help them drive growth, improve client satisfaction, and excel in their practices,” said Allinial Global Interim CEO Stephen Varley.

Members can learn more about Integrated Partners via the Allinial Global member portal.

About Allinial Global:

Allinial Global is a member-based association dedicated to the success of independent accounting and consulting firms. Founded in 1969, this strategic affiliation of legally independent accounting firms has a mission to help members compete upstream, accelerate innovation and digital transformation, and drive lasting prosperity for their firms and their clients. Allinial Global is two-hundred and sixty-eight members strong and growing, with locations throughout the world generating over $6 billion in collective revenues. With dedicated regional liaisons who have extensive connections throughout the Americas, EMEA (Europe, the Middle East, and Africa), and the Asia Pacific region, members of Allinial Global are committed to providing the most agile, flexible, and client-centric solutions anywhere, anytime.

For press inquiries regarding Allinial Global, please contact:

Stephen Varley, Interim CEO

Phone: 1-800-282-3680 | Email: svarley@allinialglobal.com