TwinFocus provides a broad range of personalized services to high net worth families with the ability to put today’s decisions in the context of their impact on the next generation, rather than on the next quarter. Services include those of a Multi Family Office:

• Financial
• Estate & Tax Planning
• Investment Consulting
• Manager/Strategy Selection
• Custodian Identification
• Consolidated Reporting

Along with those of the traditional Single Family Office:

• Bill Paying
• Financial Reporting
• Tax Compliance Trust Monitoring
• Family Education & Governance
• Philanthropic Consulting

Long-term family success depends on multiple factors such as family communication, decision-making and planned succession. Our intergenerational approach focuses on the complete personal and financial needs of each family member, as well as the entire family’s overall financial strategy. Our approach is objective, disciplined, continuous, and responsive in providing strategic direction to the dynamic circumstances of our global set of clients. Twin Focus has the experience to educate and counsel families on these critical and sensitive issues. We offer:

• Objective & Independent Financial Advice
• Creative Solutions to Financial Problems
• Delivery of Complex Family Office Services in a Consistent Manner
• Ability to Offer Relationship Pricing Across all the Family Services