Focus Financial Partners operates as an interdependent ecosystem of integrated wealth management, family office, and business management services. The firm's network comprises over 6,300 team members across the United States, Australia, Canada, Switzerland, and the United Kingdom.
The company provides a comprehensive suite of solutions including treasury, credit, family office, risk, tax, trust and estate planning, investment, and business-owner and valuation services. Its network oversees more than $500 billion in client assets and has completed over 300 transactions.
Focus Financial Partners operates on a client-first fiduciary philosophy, aiming to empower advisors to create tailored experiences for their clients. The firm prioritizes sustainability and long-term stability alongside growth, adhering to a methodical acquisition discipline. Its stated core values are service, teamwork, excellence, integrity, and execution.
