Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Divorce & Dispute Resolution

When conflicts arise, finding common ground is critical.

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When conflicts arise, finding common ground is critical.

Over the course of your personal and professional lives, you are likely to experience at least one dispute involving financial issues. As experts in conflict resolution, we work with individuals, lawyers, and closely-held businesses to minimize the financial and emotional cost of finding a satisfactory solution. You can count on us to help you find the common ground that allows you to feel comfortable agreeing to terms and moving on.

Our areas of expertise include

  1. Accounting
  2. Forensic Accounting
  3. Income and Asset Division Scenarios
  4. Tax Impact Assessment
  5. Valuation of Assets
  6. Disposition or Reallocation of Assets
  7. Risk Assessment
  8. Financial Impact Projections
  • Mediation

    Families, businesses, their lawyers, and other professional advisors have come to trust our expertise and guidance when financial issues are complex or become burdensome during the mediation process. When financial issues prevent the parties from reaching a resolution, our neutral, objective advice as financial advisors and trained mediators can help move the process forward.

  • Collaborative Dispute Resolution

    Collaborative dispute resolution attempts to resolve family and business disputes in a non-litigated setting. In our neutral capacity, we are engaged by clients to participate in the collaborative process as the financial neutral advisor to help all parties understand the issues involved, overcome roadblocks, and attain positive outcomes.

  • Expert Testimony

    When financial disputes lead to litigation, lawyers can rely on our expert testimony on matters such as: financial status of the marriage or family business, needs and financial position of the clients, lifestyle and income analysis, income and asset division, financial and tax impacts of proposed settlements, or risks associated with proposed settlement options.

Our team of divorce and dispute resolution specialists are here to help.

Connect with our team today to learn more about how we can help.

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