Private Public Solutions

A multifaceted service model, simplifying the complexities of public and private markets.

When it comes to navigating stock options in private and public markets, Focus Partners Wealth prioritizes helping clients manage complex needs—not just meeting asset minimums. We understand what it takes to create and scale enterprises. To help our clients thrive in these organizations, we have equipped them with a curated suite of solutions designed to support their immediate and future professional goals. Supported by a defined scope of capabilities, our clients benefit from working with a single point of contact who acts as their chief investment and tax officer. Through our home office model, we offer optimized and efficient solutions, giving clients back what matters: time.

Speaking your language.

Our Private/Public Solutions teams specialize in working with individuals whose company equity represents a significant portion of their net worth, including private equity and venture capital investors, portfolio team members, and executives at publicly traded companies with concentrated positions. We support their distinct needs across:

  • Option exercises
  • 83(b) elections
  • Ongoing capital commitments
  • Qualified small business stock exclusions
  • 280(g) acceleration preferences
  • Installment sale treatments
  • Rule 144
  • And much more

Built just for you.

Beyond their proficiency in public and private markets, our specialists can help navigate a wide array of financial topics, including tax, investment, and estate considerations. They specialize in creating multifaceted, risk-adjusted plans—addressing investments, household treasury, taxes, and concentrated equity—for clients who maintain holdings across venture capital, private equity, and concentrated wealth. This can provide our clients with security knowing that each facet of their financial lives is managed by a dedicated advisory team.

Who We Serve

We have advised employees from these and other major public, private equity, and venture capital sponsored companies.

*Focus Partners is not affiliated, endorsed by, sponsored by, or associated with the brands listed. The names, logos, and design marks are trademarks or service marks of their respective companies. This is for informational purposes only. The content does not purport to present a complete picture, but Focus Partners believes the information is representative of issues and needs facing some clients and why they may seek this service. This should not be construed as specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice. . Investing involves risk, including, but not limited to, loss of principal. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Investments described may not be suitable for all clients. RO-25- 4609480Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011. ©2025 Focus Partners Wealth, LLC. All rights reserved.

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