We understand that significant wealth presents complex situations well beyond your financial life. Our mission and passion is to help you achieve your personal, generational, and philanthropic objectives through a trusted partnership focused on preserving your wealth every step of the way – wherever you may be on your journey.
We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.
ATLANTA | CHARLOTTE | DALLAS | LEXINGTON | NASHVILLE | TAMPA
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.