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Focus Financial Partners

In PWD coverage since August 25, 2026 · 11 stories

3Deals on our tracker

Deal recordFull tracker →

Sep 9, 26Deal closedRockefeller · BNY · Luminary · Ten Coves Capital · 8VC · Fin Capital — coverage

Sep 9, 26Deal closedRockefeller · BNY · Luminary — coverage

Sep 9, 26Deal closedRockefeller · BNY · Luminary · Ten Coves Capital · 8VC · Fin Capital — coverage

PWD coverage

Features

The $83 trillion transfer is now a family-governance trade

This week's succession deals bought next-generation advisors and household control, making the family meeting the industry's new deliverable.

Family Office · Sep 17Brunson's family office runs the family and the business

The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand

Deals & PE · Sep 13Real assets closed; AI and wealth kept talking

book · Sep 13Luminary's $22 million round is a bet on the estate-document layer

Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file

M&A · Sep 10Envestnet's Vestmark price is a retention hedge

Deals & PE · Sep 10Luminary's $22 million round puts its buyers on its cap table

move · Sep 2Aquiline's Flourish deal makes sweep revenue share a boardroom question

M&A · Sep 2Aquiline's Flourish control is a distribution play

exit · Aug 25Calculator wave prices every advisor's exit