TwinFocus is the pioneer of bespoke investment and family office management for ultra-high net worth individuals and families.  Since our founding in 2006, we tailor our services to meet the unique needs and aspirations of exceptionally wealthy families.  We believed then, as we do now, that the financial circumstances of wealthy families differ significantly from those of other investors. A recognized thought-leader, TwinFocus embraces a client-centric team approach to delivering to a niche and exclusive segment of the ultra-high net worth market.

We are committed to fostering multi-generational partnerships with our clients who include families, foundations and endowments. Our culture is focused on ever-evolving entrepreneurial innovations for the benefit of our clients, our firm, and those that we serve in the global communities that we touch. We are one of the only firms in our industry that delivers the Single Family Office Experience.
What is the Single Family Office Experience?

  • Feeling as though you are our only client
  • The complete coordination of all the moving parts of your financial lives
  • Bespoke Portfolio Management
  • Customized solutions for all your needs
  • Constant Access and Availability

TwinFocus at a glance:

  • $3.6 billion in assets under advisory as of March 31st, 2016
  • Pioneer in developing bespoke family office solutions
  • Independent Entrepreneurial Organization
  • Consistent leadership; no turnover at the Senior level in our history
  • 25 employees located between Boston and Florida
  • Exceptionally high staff-to-family ratio

Headquartered in Boston with an office in Miami, TwinFocus serves a global and diverse family office and institutional client base. Our team is comprised of accomplished thought leaders in their financial disciplines. We emphasize and foster a team approach; this results in an environment where we consistently deliver success on our clients’ objectives and goals. The team is made up of a diverse group of 25 dedicated and passionate employees who are accomplished in their fields and hold advanced degrees and professional certifications including CFA, CPA, CFP®, CAIA, PhD, MBA, JD, MST, MS-QFRA and LLM. Our senior wealth management professionals average 15+ years of investment and industry experience.

TwinFocus manages custom portfolios tailored to the client’s particular needs and objectives. Our dedicated research team performs comprehensive asset class and manager evaluation. Due diligence is performed with the sole purpose of providing independent assessments and exclusive investment recommendations for our client portfolios with an overlay of risk controls.

TwinFocus is respected in the industry as embracing contrarian perspectives and alternative investments, pioneering the team approach to integrated family office management, and building a world class in-house research capability. We have invested significantly into technology and our infrastructure to allow us to deliver the most comprehensive family office solution in the marketplace today.

Integrity and trust are the cornerstones of our firm. We are completely independent and objective with an approach free from conflicts of interest. Client, Firm, Self is the guiding principle of our practice. These characteristics allow TwinFocus to deliver advisory solutions with global insights that are designed to withstand and endure the test of time.

TwinFocus’ unwavering focus on the sustained success of our clients is manifested through every aspect of the family office solution.

Our core belief is very simple:

Clients Come First