News & Insights
Artificial Intelligence: A Defining Moment for Innovation and Investment
AI is reshaping the way we work, communicate, and invest. At SCS, we’re committed to helping our clients navigate this evolving landscape with clarity and confidence ...
Raising Financially Responsible Kids: A Lifelong Conversation
In this episode of Focus On…, Adrienne Penta, National Head of Wealth Management, and Will ...
Closing Out 2025: Strategies for Gifting, Giving, and Family Engagement
In this year-end planning newsletter, we break down the top strategies to consider before December ...
Nicole Jackson Leslie Joins SCS Financial as Head of Wealth Strategy
SCS Financial announced the appointment of Adrienne Penta to the role of National Head of ...
The Hidden Costs of Comfort
A Deeper Look at Evergreen Private Equity Relative to Traditional Drawdown: Humans are wired for ...
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant ...
Private Markets and the Power of Long-Term Vision
In a year where headlines have been dominated by policy shifts and market volatility, private ...
Fixed Income and Foreign Equities — The Quiet Strength in Global Diversification
In a year defined by volatility, two asset classes quietly delivered consistent returns: high-quality fixed ...
Policy Shocks and Stimulus — The Ripple Effects of Tariffs and Tax Reform
The first half of 2025 was not only a test of market resilience, it was ...
Navigating Market Volatility — Lessons from a Tumultuous First Half
The recently passed tax and spending package includes several notable changes that could have significant ...
5 Key Questions Before Establishing a Family Office
The decision to launch a single-family office (SFO) or leverage the scale of a multi-family ...
Beyond Money: Focus On the Future of Family Wealth
In wealthy families, the preservation and responsible use of wealth goes beyond dollars and cents ...
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 ...
