SCS Financial
SCS Financial Services, LLC, established in 2002, is a Boston-based firm offering comprehensive wealth management services. It provides investment management, tax planning, trust and estate services, asset protection strategies, philanthropic planning, and family office services to clients in the United States, Europe, and Asia. As a subsidiary of Focus Financial Partners Inc. since 2017, SCS Financial operates independently, adhering to a fiduciary standard and employing an open architecture model to serve families, family offices, and institutional investors.
Matheys Lane Capital Management
Acquisition in 2021
Matheys Lane Capital Management is an investment advisory firm based in Providence, Rhode Island, established in 2008. The firm specializes in providing a comprehensive array of investment advisory, financial planning, and customized wealth management solutions tailored to ultra-high net worth families and family offices. Managed by an experienced executive team, Matheys Lane focuses on delivering personalized services that meet the unique financial needs and goals of its clients. As a Registered Investment Adviser, the firm is committed to maintaining high standards of professionalism and fiduciary responsibility in its advisory practices.
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