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Focus Financial Partners Inc. provides wealth management, business management, and related financial services to ultra-high and high net worth individuals, families, and business entities. The company's wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, treasury and credit, insurance and risk, trust and estate, business-owner and valuation, and other services. It also offers recordkeeping and administration and outsourced services; recommends financial products; and sells investment or insurance products. The company was founded in 2006 and is based in New York, New York with additional locations in San Francisco, California; West Palm Beach, Florida; and Austin, Texas. As of August 31, 2023, Focus Financial Partners Inc. was taken private. Focus Financial Partners Inc. operates as a subsidiary of Ferdinand FFP Acquisition, LLC.
Name | Age | Since | Title |
---|---|---|---|
Mitchell Armin Kovitz | - | 2024 | Vice Chairman |
Therese Hoard | - | - | Secretary & Director |
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