Focus Financial Partners
HQ Address
875 3rd Avenue, 28th Floor, New York, NY 10022, United States
Website Address
Business introduction
We are strategic investors in RIAs—providing you with value-added support, access to capital for growth, and succession planning to help you bring your vision to life and take your firm to new heights—all under your continuing leadership
We aspire to be the partnership of choice for entrepreneurial, growth-oriented wealth management firms who put clients first, committing themselves to outstanding client service
From the start, our vision at Focus Financial Partners has been clear: we want to be the partnership of choice for entrepreneurial, growth-oriented, fiduciary wealth management firms.
Great visions have humble beginnings. Founded in 2004, by the end of 2006 Focus had six partner firms in five states. Fast forward six years to 2012 and Focus had expanded to 22 partner firms in over 30 locations, plus a partner firm in the U.K.
We began leveraging our M&A expertise and capital to help partner firms identify attractive prospects of their own for expansion, and continued to expand our suite of value-added services to include technology, talent acquisition, business development and marketing, operations and regulatory advice.
Focus Financial Partners Solutions
Focus Fiduciary Solutions
Legacy Planning Begins Here Clients are looking to provide for heirs, care for loved ones and support causes that mean the most to them. Trusts help clients achieve their legacy goals, including protecting assets for multiple generations in a controlled and tax optimized manner. The choice of trustee is extremely......
business needs
Focus Valuation Solutions
Valuation solutions are critically important for high net worth individuals with unique and hard to value assets, such as closely held businesses, real estate, tangible assets and life insurance. Common reasons your clients may benefit from a valuation engagement: Estate and Gift Tax Reporting Shareholder Buyouts Divorces or Disputes Fairness and Solvency Opinions Intellectual Property Valuations Equity,......
