With no turnover of leadership, no acquisitions in our almost 10-year history and growth entirely organic, we are a stable enduring presence in our clients’ lives. This allows us to deliver truly bespoke family office investment and advisory solutions. We groom trusted team members internally who personify our culture and commitment to our clients’ lives and well-being.
We focus our efforts on what is important to our clients, solving their problems and meeting their objectives. Investment Management and Wealth Planning do not exist in isolation. We empower our families and guide them through the process so they may make thoughtful decisions for themselves and their legacy.
Investing. The TwinFocus investment team seeks to uncover opportunities by exploring nontraditional paths through exhaustive research, a disciplined approach and strict adherence to clearly defined risk management practices. While we are mindful of benchmarks and relative performance, our diversified investment approach is positioned towards delivering absolute returns. Our Portfolio Advisory team works with clients to determine asset allocation only after in-depth conversations about goals and risk, combined with appropriate planning, and resulting in individualized Investment Policy Statements.
Wealth Planning. We appreciate that paths for our clients are very seldom straight, and challenges are rarely discrete — the investment management and wealth planning initiatives must go hand-in-hand as every choice impacts many other decisions and are integrated into the family plan. An investment plan with a poorly constructed estate plan creates unnecessary risk, with the government being the biggest beneficiary of family wealth creation. The TwinFocus multi-disciplined, holistic approach addresses the complexities.
TwinFocus has one of the most progressive planning teams in the industry, focused on wealth transfer strategies, income tax and estate planning. Rather than compete with existing service providers, we instead work with them to enhance overall efficiency and reduce costs. The Client Advisory team works with each family office’s wealth transfer goals utilizing cutting-edge strategies. We manage estate tax liabilities and architect and monitor strategies to minimize inter-generational transfer taxes.