Thought leader, mentor and influencer, Rich Austin is the executive director of Integrated Partners’ Business Owner Solutions and family-focused office groups. With the mind of an attorney and the heart of a financial advisor, Rich consults with high-net-worth clients, business owners and Integrated’s network of financial advisors on estate planning, charitable planning, business succession planning and tax planning strategies. Armed with more than 20 years of industry experience, Rich previously served as vice president at Lincoln Financial Advisors and a staff attorney at the AYCO Co. LP.
A renowned thought leader, Rich has been quoted in publications including MarketWatch and CNBC on various topics including:
• Family Office: Rich works with high-net-worth families to bridge the gap between family wealth and family dynamics with a goal of creating a sustainable family legacy.
• Business Planning: Your business is your baby. It needs attention to grow. For decades, Rich has been dedicated to helping business owners go from growth planning to exit transfer.
• Tax Planning: Rich breaks down complex tax strategies and works with advisory teams to implement the best solutions for the client.
• Listening with Intent: Rich is focused on developing long-standing, trusting relationships with his clients by actively listening and being attentive to their needs.
Rich has the street cred and the acumen to back it up. He has earned the following degrees and designations:
• JD, cum laude Pace University School of Law
• LLM in Taxation New York University School of Law
• Certified Investment Management Analyst (CIMA®) The Wharton School, University of Pennsylvania
• CEPA (Certified Exit Planning Advisor)
Rich lives in Valhalla, NY with his wife, Tara and their three sons: Max, Dylan and Logan.
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