Vialto Partners’ tax expertise to support Focus Partners’ in-house tax offering

Vialto Partners, a leader in integrated solutions for global work, including immigration and tax solutions, and Focus Financial Partners, LLC, an interdependent partnership of wealth management, business management, and related financial services firms, today announced a strategic partnership to bring enterprise-level tax expertise to enhance and expand the existing tax services offered by the Focus Partners business division.

Vialto will support the robust in-house tax services that Focus Partners currently provides to clients, ranging from individuals with straightforward domestic returns to those with multi-jurisdictional or complex tax needs. Advisors and business managers within Focus Partners will continue to serve as their clients’ primary point of contact and can now collaborate closely with Focus Tax and Vialto to deliver trusted, expert-level tax services.

This relationship is expected to help address a growing demand from Focus Partners’ clients for integrated financial advisory and tax solutions. According to the 2025 CFP^® Professionals Taxes Survey Report by the CFP Board, 80% of clients believe the tax implications of their financial plans are either important or very important when describing their financial goals¹.

“As the needs of our clients evolve, so must the solutions we are able to offer them. We know that clients today want more than just financial planning. They also want the ability to work with a team that can implement those plans under one roof,” said Jeffrey Hole, Head of Focus Solutions and Partnership Strategy at Focus Financial Partners. “Our partnership with Vialto allows us to scale our collective efforts, leverage first-class technology, and enhance our expertise across Focus Partners.”

“At Vialto, we’ve built a reputation helping global companies and their executives work compliantly across borders and tax jurisdictions. We complete hundreds of thousands of individual tax returns every year—covering some of the more complex financial profiles,” said Neil Masterson, Vialto’s Global CEO.

“Working with Focus Partners, we will extend that same deep expertise and value-added advice to their private clients,” added Girish Shankaran, Partner and leader of Vialto’s private client practice. “Together, we can give clients the confidence and clarity they need to make very personal financial decisions.”

About Vialto Partners

Vialto Partners is a leading provider of integrated solutions for global work, including immigration, tax, managed services, and digital transformation. Trusted by multinational organizations around the world, Vialto combines deep professional expertise with cutting-edge technology to solve the most complex cross-border challenges and enable seamless mobility experiences.

About Focus Financial Partners, LLC

Focus is an interdependent partnership of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus partnership includes firms operated under the Focus Partners brand that reflect some of the company’s largest business units. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them better serve their clients and advisors. Discover more about how Focus is evolving the wealth and business management landscape by visiting www.focusfinancialpartners.com or https://www.focusfinancialpartners.com/focus-partners, or by following the company on LinkedIn.

¹ 2025 CFP® Professionals Taxes Survey Report: https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/consumer-surveys/2025-cfp-professionals-taxes-survey-results-cfp-board.pdf

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