We have been advising clients through all stages of their lives, including major liquidity events and the transfer of wealth to the next generation. We have built our reputation on our ability help clients build and preserve their wealth by providing holistic advice and exceptional service. Our relationship with Focus originated out of a need to plan for the future for our firm. We intend to build Bordeaux Wealth Advisors not only to serve our clients and their families, but also to support multiple generations of advisors at the firm. Facilitating transitions within the internal leadership ranks over time is instrumental to our firm’s long-term success as it will help attract and retain top talent. We are excited to join the Focus partnership as the support they provide will enhance our ability to provide leading-edge services to our clients.