Partnership of independent, fiduciary wealth management firms providing wealth management services to individuals, families, and institutions.
Focus Financial Partners Inc. distinguishes itself as a leading provider of wealth management services tailored primarily to ultra-high net worth individuals, high net worth families, and business entities. Founded in 2006 and based in New York, New York, the firm specializes in offering comprehensive financial solutions that encompass investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other specialized advisory services. With a client-centric approach, Focus Financial Partners Inc. aims to optimize financial outcomes and preserve wealth across generations through strategic and personalized wealth management strategies.
In addition to its core wealth management offerings, Focus Financial Partners Inc. provides recordkeeping and administration services, facilitating efficient management of client assets and financial operations. The firm also engages in recommending financial products, earning commissions and distribution fees, and selling investment and insurance products to meet diverse client needs. This integrated approach ensures that clients benefit from a holistic suite of services designed to address both short-term financial goals and long-term wealth preservation objectives.
As part of its commitment to innovation and adaptability in the financial services landscape, Focus Financial Partners Inc. has begun exploring opportunities related to cryptocurrency. This strategic exploration reflects its proactive stance in embracing emerging technologies to enhance client service delivery and operational efficiencies. By potentially integrating cryptocurrency solutions into its wealth management framework, the firm aims to cater to evolving client preferences and capitalize on the transformative potential of blockchain technology in wealth management and financial advisory services.