Sand Hill Closes Acquisition of Integral Financial Solutions

Repost of article originally published on October 18, 2019 by Ian Wenik on CitywireUSA. $2.5bn Fiduciary Network-backed Sand Hill acquires first RIA. The California firm, which is part of New York Private Bank & Trust’s RIA network, is acquiring Integral Financial Solutions. Sand Hill Global Advisors is making its first RIA acquisition. The $2.5 billion … Continued

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 … Continued