Berkshire Global Advisors acted as financial advisor to Link Financial Services
Link is an integrated wealth management firm headquartered in Caulfield North, Victoria. Link provides highly customized and comprehensive solutions to ultra-high and high net worth individuals and professionals. Link offers holistic wealth and investment management capabilities, as well as family office services to assist its clients with cash flow, insurance, lending and other personal financial management needs.
Connectus Wealth Advisers
Connectus is a Focus partner firm with an innovative model for client-centric financial advisers who deliver comprehensive wealth management advice. Connectus is designed for founders and teams who want to continue managing their client relationships and maintaining their boutique cultures while gaining the operational efficiencies of shared services. As a consortium, Connectus offers integrated technology, investment support and centralized services, including compliance, accounting and talent management. Connectus also provides marketing capabilities to support business expansion through organic growth programs. Connectus exemplifies the spirit of partnership and collaboration yet celebrates the entrepreneurial mind-set of its advisers.
Through Focus, Connectus advisers gain a strategic growth partner with specialized capabilities. They benefit from Focus’ global scale and extensive network of partner firms, continuity planning expertise and client solutions. Focus is also a source of permanent capital to accelerate growth.
Focus Financial Partners Inc.
Focus Financial Partners Inc. is a leading partnership of fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational autonomy, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives.
This transaction, along with the acquisitions of Brady & Associates and Westwood Group, expands Connectus into the Australian marketplace and provides exposure to Link’s unique UHNW and HNW client base. Under the Connectus umbrella, Link will have access to Focus’ vast resources in the wealth management and financial services space, allowing Link to continue the growth trajectory of the business and ensure business continuity for clients. Over time, Link will join a consortium of Focus partners where they will be able to leverage centralized management and additional resources to scale the company.