Searches for Legal and Financial Professionals

Focus can also assist families in their search for qualified and experienced professionals to assist them in the management of their increasingly complex lives. John is skilled in being able to identify the abilities of professionals in the fields of accounting, law, investment management, insurance, and financial planning.

Searches are conducted on a negotiated flat fee basis and includes the assessment of the need for the professional, the search itself, interviews of the professional, a background check, and the negotiation of the fees that the professional will charge. Importantly, no form of compensation will be accepted by John, Focus, or any related entity, for the work done on behalf of a family. Fees are determined by the nature and complexity of the search requested and ongoing monitoring of the professional relationship is also available.

Our commitment to you is that we will remain independent and objective with respect to every search we conduct. If you would like to do your own search, you may find the below links helpful.