WHO WE ARE: THE LEADING INTERNATIONAL PARTNERSHIP OF INDEPENDENT, FIDUCIARY WEALTH MANAGEMENT FIRMS.

Since launching in 2006, Focus Financial Partners has been at the forefront of a growing global movement towards independence and transparency that’s sweeping the wealth management industry. Spurred on by our mission to do what’s right for clients and for advisors, we created Focus Independence – a program that helps elite brokerage teams leave their financial institutions to launch their own independent advisory firms. These firms maintain their entrepreneurial independence and autonomy, while enjoying ongoing value-added benefits, including the ability to leverage the synergies, scale, economics and best practices of the Focus partner network. Tap into our international brand. And collaborate and consult with best-in-class Focus partner firms in the U.S. and other countries.

 


WHAT WE DELIVER: UNPRECEDENTED ACCESS TO VAST RESOURCES, DEEP BENCH STRENGTH AND FIDUCIARY EXCELLENCE.

Breaking away and launching an advisory firm on your own can be an overwhelming process – but not with Focus Independence. We provide the resources, preparation, organization and transition support you need to make going independent a turnkey process.

We also provide the highest standard of fiduciary excellence and transparency, always putting the clients’ interests first. As a Focus partner firm, you’ll no longer be limited to selling in-house products. Our open architecture platform lets you offer your clients access to a full universe of investment vehicles – allowing you to provide truly unconflicted, unbiased advice based on your own independent judgment and expertise.

 


WE ALSO PROVIDE: THIRD-PARTY WEALTH MANAGEMENT SERVICES FOR SINGAPOREAN INVESTORS.

Our partner firms can offer your clients unique advantages and opportunities that include:

  • Onshore/offshore asset allocation and wealth management services, including investment strategies, financial planning, tax/estate planning and family office services.
  • Independent Advisor Platform, so your clients have access to more options.
  • Family Office Services, including insurance, legal, real estate, family government and education admissions consulting services.

 


 

“Focus not only helped us launch a world-class RIA  – they provided the resources and support we needed to establish an international practice.”

Peter Little, Director of International Strategy
LLBH Private Wealth Management, Westport, CT
www.llbhpwm.com

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