About Us

EXPERIENCE

TwinFocus was founded in 2006 after twin brothers Paul & Wesley Karger realized a need in the marketplace for more comprehensive and bespoke wealth management solutions. They left their posts at a global investment bank seeking to create an entirely new solution for ultra-high net worth clients. Want to learn more? Read the letter from our founders.

SCALE & SCOPE

Headquartered in Boston, we advise clients on more than $4 billion in assets and embrace a client-centric team approach to serving an exclusive segment of the ultra-high net worth market. We specialize in bespoke portfolios tailored to each client’s needs and objectives, and strategically combine legacy assets with exclusive access to unique direct investments in private equity and real estate.

OUR MISSION

Our mission is to deliver a single family office experience with the scale and resources of a multi-billion-dollar investment and wealth advisory boutique. Integrity and trust are the cornerstones of our firm and we always put client interests first. 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 us to deliver advisory solutions with global insights that are designed to withstand and endure the test of time.

 

Our proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members, and integrates all aspects of Tax, Legal, Investment, Philanthropic, and Intergenerational Planning in a relentless pursuit of establishing enduring legacies.

SINGLE FAMILY OFFICE EXPERIENCE

  • Feeling as though you are our only client
  • Bespoke portfolio management
  • Individually built private investment programs
  • Complete coordination of all the moving parts of your financial lives
  • Customized solutions for all your needs
  • Constant access and availability

AT A GLANCE

  • More than $4 billion in assets
  • Pioneer in developing bespoke family office solutions
  • Independent entrepreneurial organization
  • Consistent leadership; no turnover at the Senior level in our history
  • Exceptionally high staff-to-client ratio