FAMILY OFFICE SERVICES

Our Mission is to Secure Your Legacy

Bringing professional resources tailored to your needs, we provide essential services for building and preserving wealth, simplifying your financial life, and fulfilling your family’s legacy. Our dedicated teams support the unique financial needs of ultra-high-net-worth families with experience and empathy. 

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Consolidated Reporting

A single point of review for your full financial profile, regardless of where your assets are held
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Trust & Estate Coordination

Plan creation and administrative support in collaboration with your attorneys and accountants
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Personal Banking Solutions

Identify, assess, and oversee banking, credit, bill payment, and mortgage solutions from multiple providers
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Insurance Policy Optimization

Negotiate, supervise, and evaluate your important insurance policies
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Private Aviation Resources

Help assess and access solutions for private air travel
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Family
Coaching

Introduce independent coaching resources to help navigate communication and drive cohesion
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Health & Wellness Resources

Provide expert resources, identify and evaluate medical insurance and other options for wellness needs
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Identity
Protection

Introduce expert technical resources to protect you and your family’s digital identities
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You can now find 
Edge Capital Group at


SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

Welcome to our new Firm!