News & Insights
Beyond Money: Focus On the Future of Family Wealth
In wealthy families, the preservation and responsible use of wealth goes beyond dollars and cents. Talking about wealth and grounding decisions about family wealth in values ...
Corporate Transparency Act: Important Updates and What It Means for Your BOI Reporting
The Corporate Transparency Act (CTA) is back, and so are its Beneficial Ownership Information (BOI) ...
Five Wealth Planning Strategies to Drive Success in 2025
Give your fiduciaries a performance review, think strategically about philanthropy, focus on the why, talk ...
Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO
Lake Street Advisors Group, LLC and Edge Capital Group, LLC, have each entered into definitive ...
SCS Financial Appoints Adrienne Penta as National Head of Wealth Management
SCS Financial announced the appointment of Adrienne Penta to the role of National Head of ...
SCS Financial Appoints Lane MacDonald as Chief Investment Officer
SCS Financial announced the appointment of Lane MacDonald to the role of Chief Investment Officer ...
Alex Gleeson Joins SCS Financial as Managing Director, Strategy and M&A
Alex joined SCS Financial Services in 2024 as Managing Director of Strategy and M&A. Alex ...
Clare Harker Joins SCS Financial as Managing Director, Private Client Group
Clare joined SCS Financial Services in 2024 as a Managing Director in the Private Client ...
Andy Janfaza Joins SCS Financial as Managing Director, Private Client Group
Andy joined SCS Financial Services in 2024 as a Managing Director in the Private Client ...
Tim Connor Joins SCS Financial as Managing Director & Co-Head of Focus Investment Partners
Tim joined SCS Financial Services in 2024. He came to SCS from the M&A team ...
SCS Investment Partners’ Carlson On Private Equity Investing
Stephen Carlson, Managing Director for SCS Investment Partners joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative ...