Client Solutions
Your Bridge to Sophisticated Solutions.
The Strength of Many,
The Power of ONE.
Focus Client Solutions is an expanded set of offerings designed to enhance and compliment our firms’ core wealth and investment management services. We equip our advisors with a curated selection of family office, treasury, credit, risk, tax, trust and estate planning, and business-owner and valuation services to deepen capabilities and better serve clients. The Focus Client Solutions platform also provides support in the areas of health and wellness, travel, personal security, lifelong learning, and other vital needs of clients. The team behind Focus Client Solutions is available to provide expert guidance and implementation, partnering with advisors to help clients achieve their financial and life goals.
More About Focus Client Solutions.
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Focus Investment Partners
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 our network to high-quality alternative investment strategies, comprehensive educational resources, and hands-on service and support. Through our partnership with CAIS, we offer advisors and clients a centralized technology platform to streamline operations and scale alternative investment efforts.
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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.
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Treasury & Credit Solutions
Banking and 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 goals and then offer access to a competitive array of solutions.
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Risk & Insurance
Our team of dedicated insurance professionals is here to help preserve, safeguard, and protect 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 and other solutions designed for both individuals and businesses.
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Tax Planning & Preparation
We take pride in developing tax-optimized strategies – from start to finish – for every client’s unique needs and goals. From tax planning and preparation all the way through the filing process, we streamline the execution of tax strategy by having everything “under one roof” and easily accessible.
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Trust & Estate Planning
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 clients and their values, our team of estate-planning professionals provides guidance to help maximize impact now and in the future.
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Business-Owner Services
For a business owner, much of their net worth is often tied up in their business. Through our network of strategic providers, our advisors can offer their clients expert assistance in valuing, selling, and transitioning a variety of business interests, including privately owned businesses, real estate properties, and other illiquid assets.