Our approach is objective, disciplined, ongoing, and responsive in providing strategic guidance to the dynamically changing circumstances of our global clientele. TwinFocus has the capabilities to educate and counsel families on these critical and sensitive issues.
As part of our broad range and full suite of family office services, we offer:
- Objective & Independent Financial Advice administrated in a team-orientated culture
- Creative Solutions to Wealth Management Challenges
- Financial, Estate, Tax & Philanthropic Planning that takes a holistic balance sheet approach
- Customized Reporting & Risk Monitoring
We provide direction and coordination with all family service providers and trusted advisors to deliver our solutions and services under our Hub & Spoke Family Office Model:
Hub & Spoke Family Office Model