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External Professional Partners

  • ESTATE PLANNING &
  • WEALTH TRANSFER
  • TAX COMPLIANCE,
  • PLANNING & PREPARATION
  • BOOKKEEPING, BILL PAYMENT
  • & FINANCIAL REPORTING
  • INSURANCE &
  • RISK MANAGEMENT
  • FOUNDATION & PHILANTHROPIC
  • MANAGEMENT
  • CONCIERGE
  • SERVICES
  • PERSONAL SECURITY
  • CONSULTING
  • DOCUMENT & DATA
  • MANAGEMENT
  • FAMILY HARMONY
  • & CONTINUITY
  • FAMILY BUSINESS GOVERNANCE
  • & TRANSITION
  • EMPLOYEE SCREENING
  • SERVICES
  • HOUSEHOLD
  • ADMINISTRATION

At FOCUS Wealth Advisors we are aware that there are certain situations for which our clients, their family, their shareholders, and their employees are best served by us coordinating with outside industry experts. As such we coordinate with professional from a variety of niche markets for those clients whose personal, family or business situation warrants the engagement of highly skilled individuals in these external areas.