Bringing the Family Office to Main Street

High-net-worth clients increasingly expect more than investment management from their advisor. They want coordinated guidance across the many moving parts of wealth—from tax and estate planning to business succession, risk management, philanthropy, and lifestyle needs. But for many advisors, building that level of support in-house can be costly, complex, and difficult to scale.

In this webinar, our team will explore how advisors can bring a family office-caliber experience to more clients by leveraging outsourced expertise, operational support, and a coordinated planning framework. They will discuss how advisors can strengthen their role as the central point of guidance in clients’ financial lives, build deeper relationships, and better compete for high-net-worth opportunities.

  • How high-net-worth client expectations are evolving beyond traditional investment management
  • Why advisors are increasingly being asked to coordinate across tax, estate planning, business succession, risk management, philanthropy and lifestyle needs
  • How to position yourself as the central advisor—or “quarterback”—in a client’s broader financial life
  • Ways to deliver a family office-caliber experience without building a full in-house team
  • How outsourced expertise and operational support can help advisors serve complex clients more efficiently
  • What it takes to scale a high-touch client experience while maintaining consistency and service quality
  • How bringing more sophisticated solutions to clients can help deepen relationships, support retention, and create new growth opportunities

 

Meet the Team:

  • Ben Slater, CFS®, CEPA® | Managing Director– West at Focus Partners Advisor Solutions
  • Sean Brooks, AIF®, CEPA® | Managing Director – Central at Focus Partners Advisor Solutions

 

This is provided for informational purposes only. The content does not purport to present a complete picture, but Focus believes the information is representative of issues and needs facing some advisors. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or representation as to the future. Services are offered through Focus Advisor Solutions, LLC (“Focus”), an SEC registered investment adviser. 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 or its representatives. Focus has been part of the Focus Financial Partners partnership since 2007. Prior to July 2026, Focus Advisor Solutions was named Focus Partners Advisor Solutions. ©2026 Focus Financial Partners, LLC. All rights reserved. RO-26-5833212