Solutions

Tax Planning & Preparation

We take pride in developing tax-optimized strategies tailored to each client’s specific needs and goals. From initial tax planning and preparation through the final filing process, we streamline the execution of tax strategies by having everything “under one roof” and easily accessible through our Focus Tax offering. 

Trust & Estate

At Focus, we know that creating an estate plan is about much more than simply transferring wealth or optimizing for tax considerations. It’s about intentions, values, and legacy considerations unique to each client. By understanding and leveraging the distinct personal and financial complexities of your clients and their values, our team of estate-planning professionals provides guidance to help maximize impact now and in the future. 

Insurance & Risk

Our team of dedicated insurance professionals is here to help preserve, safeguard, and protect your clients’ assets. Successful financial plans must consider both wealth accumulation and wealth preservation. With the help of a network of strategic partners, we provide advisors and their clients access to a wide range of insurance, including Property & Casualty, Annuities, Long-term Care, Executive Benefits, Disability and Life as well as other solutions designed for both individuals and businesses. 

Alternatives

The alternatives market is growing rapidly, with an increasing number of RIAs turning to alternative investments to diversify portfolios and enhance client outcomes. Focus Investment Partners connects advisors in our network to high-quality alternative investment strategies, comprehensive educational resources, and hands-on service and support. Through our partnership with CAIS, we offer a centralized technology platform to streamline operations and scale alternative investment efforts. 

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Business-Owner & Valuation

For a business owner, knowing the value of your business is paramount to planning for your future. Business Owner Solutions offers an in-house team of experts who help support advisors navigating B2B needs.  Focus is proud to offer expert assistance in valuation, value enhancement, succession and exit planning to support a variety of business interests, including privately owned businesses, real estate properties, and other illiquid assets. 

Lifestyle Services

Your clients’ wealth and well-being extend beyond portfolios and performance.  Financial advisory capabilities, when paired with curated lifestyle services and professionals, can assist in good health and sophisticated living – all while supporting your clients’ pursuit of meaning and joy. Focus Lifestyle Services is designed to connect advisors and business managers with a carefully curated group of bespoke partners to be a resource for your clients’ needs and aspirations. 

Credit

Lending solutions offered by banks can be limited, and their qualification requirements further restrict options. That is why Focus established partnerships with a national network of bank and nonbank lenders to meet clients’ personal, commercial, and non-profit banking needs. Our select group of partners works with advisors to understand their clients’ goals and provide access to a competitive array of solutions. 

Family Office

Ultra-high-net-worth individuals and families face many challenges navigating the complexities associated with significant wealth and complex multi-generational family dynamics. We offer specialized services to meet the needs of these individuals and families, providing trusted advice and comprehensive wealth management. Our teams offer solutions for everything from tax preparation and philanthropic planning to family governance and wealth-transfer consulting.

Cash Management

Managing cash effectively is essential for clients seeking both security and yield. We have established strategic partnerships to offer clients cash management solutions that deliver competitive interest rates, streamlined digital access, and eligibility for FDIC insurance coverage through a network of banks. Clients also enjoy quick access to their funds, typically within one to two business days, helping them optimize idle cash while maintaining flexibility and peace of mind.