Cara Freedman

VP, Focus Fiduciary Solutions at Focus Financial Partners Inc

Cara Freedman is a Vice President and a member of the Focus Fiduciary Solutions team as a Trust and Estate Specialist.

Prior to joining Focus Financial, Cara was a trust and estate attorney for more than 14 years with the boutique law firm Katz Baskies and Wolf PLLC in Boca Raton, FL which specializes in tax and estate planning for high net worth individuals, families and businesses.

Cara earned a Bachelor’s Degree in Art History and in Architecture from Yale University and a law degree from Columbia University where she served as Editor-In-Chief of the Columbia Business Law Review. She is a member of the Florida bar.

A native of South Florida, Cara is married and has three children and a Havanese named Rocky. She enjoys cooking, reading and traveling.

Location

Boca Raton, United States

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Focus Financial Partners Inc

Focus Financial Partners Inc. is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model. Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms. The Company also its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.


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1,001-5,000

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