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Avery & Greig LLP has joined Focus partner firm NKSFB LLC

By Joy Dumasia

January 03, 2022

  • Avery & Greig LLP
  • Financial Planning
  • FinTech

Focus Financial Partners Inc., a leading partnership of independent, fiduciary wealth management firms, announced that Avery & Greig LLP, a boutique multifamily office, tax and business management firm located in Santa Monica, CA, has joined Focus partner firm NKSFB, LLC, a premier multifamily office and business manager headquartered in Los Angeles, CA.

Led by Howard Avery and Bob Greig, Avery & Greig provides comprehensive tax planning and business management services to high net worth individuals and entertainers. Avery & Greig will leverage NKSFB’s scale and infrastructure to expand its client services. Through Avery & Greig, NKSFB will gain additional talent and enhanced tax capabilities, further expanding its scope and scale in the multifamily office and business manager space.

Mickey Segal, the Managing Partner of NKSFB, said: “We are very impressed with the business Howard and Bob have built over the years. The personalized service that they and their team provide their clients will pair well with NKSFB’s holistic service model. We are excited to have Avery & Greig’s talented professionals join us, and we look forward to working together.”

Rudy Adolf, Founder, CEO and Chairman of Focus, said: “We are very pleased that the Avery & Greig team has joined NKSFB. The addition of their tax expertise will bolster NKSFB’s already strong and differentiated service offering. We are pleased that NKSFB continues to utilize our M&A capabilities to further expand its preeminent reputation within the multifamily office space.”

Focus provides access to best practices, resources, and continuity planning for its partner firms that serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence while benefiting from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives.

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