TwinFocus was founded to pioneer bespoke investment and family office management solutions for ultra-high net worth individuals and families. Since establishing the firm in 2006, we have tailored our services to meet the unique needs and aspirations of exceptionally wealthy families. We believed then, as we do now, that the financial circumstances of wealthy families differ significantly from those of other investors, and that each family requires a tailored approach to meet their financial objectives.


Headquartered in Boston, TwinFocus serves a global and diverse family office and institutional client base. Our team is comprised of more than 30 dedicated and passionate professionals who are accomplished leaders in their financial disciplines. We emphasize and foster a team approach which results in an environment where we consistently achieve our clients’ objectives and goals. Additionally, we have invested significantly in building technology that allows us to deliver the most comprehensive family office solution in the marketplace today.


The team, technology and comprehensive approach to wealth management that distinguishes TwinFocus are all built on the foundation of a single core value: strong and genuine relationships. We deliver superior results because of our deep-rooted care, and thorough understanding of the families we work with, across all generations.


We welcome the opportunity to meet your family and discuss how our unique approach can help you enjoy life and establish an enduring legacy.