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

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

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

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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.

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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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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Retirement

    April 02, 2025

    What to Know About Inherited Retirement Accounts

    Need clarity on the rules for passing down your individual retirement account to heirs? In this webinar, we break down the complex rules beneficiaries must follow when inheriting an IRA.

    Watch the video

  • Estate & Trust

    August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

    Read the article

  • Estate & Trust

    June 04, 2024

    What You Need to Know When Inheriting an IRA

    In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.

    Watch the video

  • Estate & Trust

    August 23, 2023

    3 Estate Planning Tips for Same-Sex Couples

    A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

    Read the article

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