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,
- VALUATION & 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 when members of our firm coordinate with outside industry experts. When called up, we will work in concert with professionals from a variety of niche markets on behalf of our clients whose personal, family or business situation warrants the engagement of highly skilled individuals from within these external areas.
