Focus Client Solutions is a concierge service with curated banking, trust, valuation, risk and other key advisory solutions from highly respected third-party providers. Our offering is backed by Focus’ scale and financial strength. And our team of highly trained professionals are prepared to offer the advice and guidance you need to make informed decisions best-suited for your clients.

Our Solutions

Focus Treasury & Credit Solutions – Portfolio Cash

Focus Treasury & Credit Solutions (FTCS) has created Client Portfolio Cash (“CPC”), a proprietary cash management solution, for Focus Financial Partners and its partner firms. Advisors can exercise trading authority over the cash, with your cash balances reported in the portfolio balances held with your advisor. Additionally, CPC can provide your clients with several value-added cash management benefits including:

  • Competitive rates on cash balances within investment portfolios
  • FDIC insurance of up to $20 million per separate tax ID – $40 million per joint account
  • Next-day liquidity on all cash in the account
  • No minimum balances required. Available for personal, trust, business and most retirement accounts

Focus Treasury & Credit Solutions – Client Lending

Focus Treasury & Credit Solutions (FTCS) provides you with access to an extensive network of banking and lending institutions and offers guidance and advocacy in delivering desired outcomes. FTCS delivers client-centric solutions through a commitment to understanding the varying and unique needs. The FTCS platform opens up broad options of products and high-touch services for your borrowing needs.

  • SBLOC – Securities-Backed Lines of Credit
    A non-purpose line of credit that allows you to borrow against the value of your portfolio
  • Commercial Lending
    Broad offering of products and terms for all business and related borrowing needs
  • Aircraft and Specialty Lending
    Financing for new or used private aircraft for personal and/or business use
  • Residential Mortgages
    Jumbo mortgages for purchase and/or refinance

Focus Fiduciary Solutions

Focus Fiduciary Solutions (FFS) is a corporate trustee and estate administration solution for Focus partner firms and their clients. According to Cerulli Associates, an estimated $70 trillion in assets will pass from one generation to the next by 2042. We expect that a substantial portion of this wealth transfer will occur via trust structures. To be relevant in multi-generational family planning, advisors should get ahead of the curve by helping clients shape their estate plan and successfully execute their legacy.

FFS provides advisors with access to a dedicated trust specialist who can help advisors think through the trust and estate needs of their clients and, where appropriate, work with advisors to design individual, professional, and corporate trustee solutions. Focus has put together a premier network of advisor-friendly, independent trustee partners in multiple jurisdictions who offer quality service, full breadth of trust solutions and competitive pricing.

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Focus Valuation Solutions

Through Focus Valuation Solutions (FVS), clients have access to a network of providers who can value a wide variety of business interests and financial assets. Valuation solutions are critically important for high net worth individuals with unique and hard to value assets, such as closely held businesses, real estate, tangible assets and life insurance.

Common reasons your clients may benefit from a valuation engagement:

  • Estate and Gift Tax Reporting
  • Shareholder Buyouts
  • Divorces or Disputes
  • Fairness and Solvency Opinions
  • Intellectual Property Valuations
  • Equity, Debt and Derivative Valuations

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Contact us to
learn more.

Steven Canup

Treasury & Credit Solutions

Office: 415-900-3872
Cell: 917-208-7554
[email protected]

Sukanya Kuruganti
Edward "Ted" Simpson
Scott Anderson
Scott Anderson