Sand Hill Acquires Integral Financial Solutions

Sand Hill Acquires Integral Financial Solutions

Acquisition accelerates geographic expansion into the San Francisco market with established advisory firm

PALO ALTO, CA and SAN FRANCISCO, CA – WEBWIRE – Friday, October 18, 2019

Sand Hill Global Advisors, LLC (“Sand Hill”), a leading Silicon Valley wealth management firm providing comprehensive advice and investment solutions to high net worth individuals, families and endowments, announced today that it has entered into an agreement to acquire Integral Financial Solutions, LLC (“IFS”), an independent wealth advisory firm based in San Francisco.

The combined firm will manage over $2.7 billion for high net worth individuals and families as well as a variety of institutions in the Bay Area. Sand Hill is excited to welcome all the employees at IFS to the combined firm.

The acquisition will geographically expand Sand Hill’s footprint into San Francisco with a local office presence, add deep wealth management expertise to its professional team and further support the firm’s long-term strategic growth objectives. IFS’s strong reputation, established connectivity and early critical mass will enhance Sand Hill’s ability to deliver comprehensive financial planning solutions and further grow its established brand and reach in the San Francisco market.

“IFS will serve as the cornerstone of our strategic effort to broaden our geographic reach, allowing more clients access to the intellectual capital and investment capabilities of Sand Hill,” said Brian Dombkowski, CFA, Chief Executive Officer of Sand Hill. “With the team at IFS, we found a group of dedicated professionals who share a cultural commitment to putting our clients’ interest first in every aspect of our work.”

“The combination of our firms will allow our relationship team to leverage the resources and capabilities of Sand Hill, united by our shared belief in delivering personalized, high-touch solutions, tailored to our clients’ unique circumstances”, added Janet Hoffmann, CFA, CFP®, co-Founder of IFS. “In Sand Hill, we found a partner that shared our client-first ethos, valued our firm’s capabilities and expertise and a partner that wanted to empower us to focus even more on our clients.”

“Additionally, long-term continuity planning was an important priority in this process, and we found that capability for our clients and our staff in Sand Hill”, said Barry Taylor, CFP®, co-Founder of IFS. “We felt that finding a firm with an experienced team, who was locally focused, supported by a responsive client service effort and led by an accessible management team was critical for our clients as well as for our staff to grow and contribute in the years to come”.

The transaction is expected to close on November 1st, 2019, subject to the approval process.

About Sand Hill Global Advisors

Founded in 1982, Sand Hill is an independent, employee-owned investment advisory firm registered with the Securities and Exchange Commission (“SEC”), with approximately $2.5 billion of assets currently under management and advisement. Headquartered in Palo Alto, California, the firm offers comprehensive wealth and investment management services to entrepreneurs and multigenerational families, specializing in navigating life transitions such as divorce, as well as institutional management services for endowments and foundations. With decades of experience as trusted advisors, Sand Hill employs an advocacy-focused model that empowers clients to define and achieve their unique long-term goals and support their legacy.

About Integral Financial Solutions

Integral Financial Solutions is an investment advisory firm registered with the SEC, located in San Francisco, California. IFS was founded in 2010 out of a desire to create a client-centered practice – free to craft customized strategies and provide the highest level of service possible. IFS is committed to the fiduciary responsibility of serving more than 70 families with approximately $200 million under management and advisement. 

Data as of September 30, 2019

To schedule a press interview, please contact:
Brian Dombkowski
(650) 854-9150

Articles and Commentary Information provided in written articles are for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Sand Hill Global Advisors' (“SHGA”) views as of the date of publication. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. SHGA does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. SHGA has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other websites maintained by third parties over whom SHGA has no control. SHGA makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. SHGA is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of SHGA.  
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