Palm Beach, FL Office

Williams Jones Wealth Management serves high‑net‑worth individuals and families as well as pooled investment vehicles, pension and profit‑sharing plans, charitable organizations and corporations. The firm offers discretionary and non‑discretionary portfolio management, basic financial planning, introductions to third‑party managers, and sponsorship of affiliated private investment vehicles.

Portfolios are typically concentrated (about 30 positions) and are allocated among individual equities, fixed income, mutual funds, ETFs and private funds, with an equity emphasis on mid‑to‑large cap names using a growth‑at‑a‑reasonable‑price framework and active, tax‑aware fixed‑income management. The firm also provides access to alternative strategies via single‑manager pooled Series Funds and performs ongoing manager due diligence rather than day‑to‑day external manager oversight.

Williams Jones operates as an indirect, wholly owned subsidiary of Focus Financial Partners, with indirect ownership interests held by investment vehicles affiliated with Clayton, Dubilier & Rice and Stone Point Capital, and this affiliation supports subadvisory relationships with other Focus partners. Distinctive features in the brochure include its sponsorship and management of affiliated private funds (including the WJA Housing Bond Fund), and its use of affiliated platforms to facilitate client credit/cash solutions (UPTIQ) and insurance introductions (Focus Risk Solutions), arrangements the firm discloses and says it seeks to mitigate through disclosure and client consent.