SCS Financial
scsfinancial.com
Asset Management & Funds
Wealth Management & Financial Advisors
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Overview
SCS Financial is an independent investment and wealth management firm serving families with significant wealth, offering wealth advisory, estate planning and family office services, headquartered in Boston, Massachusetts. Founded in 2002, it has a team of more than 200 professionals and offices in cities including Atlanta, Charlotte, Dallas and Lexington. The job board linked to this record is that of Focus Financial Partners, the wealth management group SCS belongs to, which hires associate wealth advisors, client service and operations associates, tax and accounting staff, analysts and summer interns across its partner firms.
News
Should I Start a Single-Family Office? Why the Math Usually Doesn't Work
For many ultra-high-net-worth families, creating a single-family office (SFO) can appear to be the natural next step after significant wealth creation: greater control, enhanced privacy, and a team dedicated exclusively to the family. But a critical quest
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Cultivating Capable Kids: A Three-Phase Roadmap for Preparing Your Family's Future Wealth Stewards
Executive Summary Raising children in an ultra-high-net-worth (UHNW) family can be both a gift and a challenge. This article offers a practical three-phase roadmap for helping high schoolers and young adults in wealthy families build the judgment, confide
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Starting College on the Right Foot: Helping Your Student Build Financial Independence
The transition to college is about much more than choosing classes and decorating a dorm room. For many young adults, it is the first meaningful opportunity to practice independence, make financial decisions, and develop habits that will shape their relat
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Selling Your Business? How QSBS May Reduce or Eliminate Taxes for Startups
Qualified Small Business Stock ("QSBS") is original-issuance, C-corporation stock that can create significant tax benefits for early-stage investors and founders of certain businesses. Specifically, if QSBS is held for the required holding period, up to 1
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A Look Into Today's IPO Environment
A Look Into Today's IPO Environment Innovation, IPOs, and Private Markets: Considering the Intersection After several years on the sidelines, the IPO market has reawakened in 2026. Analysts project that US IPO proceeds could reach a record $160 billion th
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Macro & Markets Update: Q2 2026
Macro & Markets Update: Q2 2026 The first half of 2026 has been another powerful reminder of the resilience of markets. After a challenging first quarter marked by geopolitical conflict, higher oil prices, and an equity market drawdown, risk assets reboun
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A Grandparent's Guide to Thoughtful Planning for Grandchildren
For many grandparents, making gifts to grandchildren is about far more than transferring wealth-it is an expression of their love and affection, as well as a way to support their grandchildren's well-being, happiness, and future success. Whether the goal
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Preparing a Spouse for Life After Loss: The Human Side of Estate Planning
Estate planning is often framed as a technical exercise-documents, trusts, and tax strategies designed to transfer wealth efficiently. While these components are essential to ensure your wishes are carried out, they do not tell the entire story. Even the
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Prenups, Planning and Protection: Preparing for the Marriage of a Child
Ahhh, the engagement has been announced. The joy. The toasts. When your child announces they're getting married, it's hard not to be swept up in the moment. As parents, we feel gratitude, excitement, and relief all at once. We see our child choosing a par
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Three Financial Lessons from Belle Burden's Strangers: A Memoir of Marriage
Belle Burden's memoir, Strangers: A Memoir of Marriage, is a deeply personal and emotionally resonant account of love, betrayal, divorce, and rediscovery. But beyond its engrossing narrative, the book offers a compelling case study in the importance of fi
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Boston
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