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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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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.

  • Tax Strategies

    September 29, 2025

    What’s the Difference Between Estate and Gift Taxes?

    Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and ensure their heirs inherit what they’ve worked hard to build. Here’s what you should know about estate taxes and gift taxes and how you can prepare for their impact on your wealth planning.

    Read the article

  • Estate & Trust

    September 19, 2023

    Strategies for Effective Gifting to Family Members

    To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.

    Watch the video

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