A single provider, a single solution.

Focus Partners Family Office provides a holistic approach to wealth management at every level. Our investment management services provide access to a suite of investment solutions and approaches, complemented by our robust CFO services including financial administration, cashflow management, accounting, budgeting, and bill pay services, and tax, estate, legacy, and philanthropic planning - all through a single provider.

An integrated approach.

Your advisory team will analyze and develop your personal plan around the specific facets of your wealth — reassessing and refining it over time so that it remains aligned with your aspirations as you build, enjoy, and consider all the possibilities of your wealth.

Your wealth, your family, your legacy.

Achieving optimal outcomes for your financial stability now, throughout your lifetime and future wealth transitions depends on each piece of your plan being designed and executed effectively.

Our customized approach to wealth management prioritizes your family’s values, objectives and causes that matter most to you. Through family meetings focused on education and discussion, we facilitate goal-setting, cultivate transparency and enable members across generations to understand their individual responsibilities in stewardship and wealth now, and in the future.

Achieve financial independence on your terms.

Some define financial independence as securing a comfortable retirement. Others want the option to retire to pursue other passions in life. Both require a solid plan driven by a team that shares your vision and has the expertise to help get you there. We’re here to help you discover what’s possible and define your own life and legacy.