Focus Client Solutions is a comprehensive concierge service that helps RIAs in our network expand their firm’s capabilities and better serve their clients. This service includes access to a curated selection of banking, family office, trust, risk, and business owners & valuation solutions from highly respected third-party providers. Additionally, the Focus Client Solutions team offers advice and guidance to help RIAs make informed decisions that are best-suited for their clients’ unique financial situations.
For business owners, much of their net worth is tied up in their business. Through our extensive network of providers, we exclusively enable our RIAs the ability to offer their clients expert assistance in valuing, selling and transitioning diverse business interests, such as privately owned businesses, real estate properties, and other illiquid assets.
Ultra-high net worth families face a myriad of challenges as they manage vast portfolios of personal and business assets, all the while navigating complex multi-generational family dynamics. We help our RIAs enhance their advisory services so they can cater to the intricate needs of ultra-high net worth families, solidifying their position as a trusted and comprehensive wealth managers. Through our exclusive Family Office Solutions network, we offer our firms access to a holistic menu of solutions exclusively designed specifically to the circumstances of these affluent families, such as bill pay, tax return preparation, philanthropic planning, family governance and wealth transfer consulting.
We understand that after a lifetime of hard work and wealth accumulation, an advisor’s clients’ focus shifts to ensuring the well-being of their heirs, caring for loved ones, and making a positive impact through charitable endeavors. Crafting a comprehensive estate plan becomes a vital step in achieving these aspirations while preserving their legacy and passing down their values to future generations. Through our Focus Fiduciary Solutions, we have built a premier network of independent trustee partners spanning multiple jurisdictions, which enable our RIAs to offer top-notch estate planning services to their clients.
We understand the importance of safeguarding what advisor’s clients’ have diligently built over a lifetime. Focus Risk Solutions provides our RIAs and their clients access to a wide range of insurance planning alternatives designed for both individuals and businesses. We have established strong strong brokerage partnerships, allowing us to offer a diverse set of options that align precisely with our RIAs’ clients’ unique needs and aspirations.
We understand that traditional banking solutions from banks can be restrictive and may not fully meet the diverse needs of an advisor’s clients. That’s why we’ve built a national network of both bank and nonbank lenders who can offer a comprehensive range of personal, commercial, and non-profit banking options for clients of our RIA firms. As an RIA within our network, your clients can gain access to an array of competitive cash and credit solutions tailored to their unique goals and circumstances.
