TwinFocus was established by experienced professionals who were dissatisfied with the investment restrictions and conflicts of interest present at the traditional product-driven financial services firms. The founders sought to establish a unique global financial services firm where their philosophy and signature capabilities could work best to deliver success to a select group of investors and institutions. We are a flexible and dynamic organization committed to working with families that have existing relationships with trusted advisors, institutions, legacy investments or new wealth with little or no investment or fiduciary experience.

At TwinFocus, we look to uncover opportunities by exploring unconventional paths through exhaustive research and a disciplined approach to structured risk management. While we are mindful of benchmarks and relative performance, our investment approach is based on absolute returns. As such, our primary goal is one of preservation of capital.


Circumstances

Our clients are globally diverse families in unique situations who have enjoyed successful careers and are usually in one of the following circumstances:

• They worked with several money managers, banks, brokers, etc. and may custody funds globally. None of their individual advisors were monitoring or had the capabilities of monitoring the aggregate picture, putting the clients in a situation where they could not track or control their entire portfolios on a regular basis.
  
  
• They were confused, ill-advised and/or dissatisfied with their current wealth manager, investment products, etc. and were seeking a firm that was able to invest on their behalf while eliminating conflicts of interest and uncover various layers of hidden fees where there was little to no value offered.
  
  
• They sold a substantial asset or business, inherited considerable assets, amassed sizeable wealth over time or had some other major type of liquidity event that provided them with a significant pool of assets that needed to be invested in a prudent manner.
  
  
• They had a Family Office in place, however, were exploring the potential benefits of outsourcing this function to another firm to achieve the benefits of scale from other family offices and/or to receive other benefits only Multi Family Offices are equipped and able to deliver.
  
  
• They were Families in which the Family Patriarchs were the chief investment overseers and were now in need of a transition strategy to convey those functions to a Family Office capable of performing all the services of a Chief Financial Officer.

Solutions

We use a holistic approach to wealth maximization within a framework of multi-generational planning by solving some of the problematic circumstances associated with traditional asset management by:

• Accessing the best products globally, coordinating activities and evaluating current and alternative custodians, negotiating fees, and retaining the best managers in each assets class.
  
  
• Organizing and assembling their financial affairs into one comprehensive picture taking into consideration the interests of each family member in order to simplify their lives and allow them to focus on other ventures and endeavors.
  
  
• Educate our clients on all aspects of the investment process by providing clear, concise and transparent reporting and education programs on all aspects of the family wealth accumulation process.
  
  
• Give each Family client access to all principals and employees of Twin Focus who are on-call seven days a week to serve client needs.
  
  
• Provide smooth transitions and fill in for Family Patriarchs who can no longer conduct the detailed day-to-day investment affairs of the Family by becoming the Family Chief Investment and Operations Officers.