Focus Financial Partners Makes a Minority Investment in Luminary Platforms, Inc., a Technology Platform That Brings Efficiency and Integrated Access to Legacy Planning
Newman Schimel to Join Focus Partner Firm Kovitz Investment Group, Expanding Kovitz's Greater Chicago Area Presence in its Second Transaction Announced in 2023
Origin Investments to Join Forces with Focus Partner Firm Kovitz Investment Group in a Strategic Transaction to Expand Kovitz's Private Real Estate Investment Solutions