TwinFocus

TwinFocus is a premier boutique multifamily office catering to global ultra-high net worth professional investors, entrepreneurs, and their families, as well as other professional investors. Founded in 2006, the company is headquartered in Boston, with an additional office in Mayfair, London. With assets under advisement exceeding $7.9 billion as of 12/31/2023, TwinFocus offers a proprietary total balance sheet approach and direct investing platform that cater to the complexities of all family members. The firm specializes in a comprehensive range of services, including Tax, Legal, Investment, Philanthropic, and Intergenerational Planning, with a focus on establishing enduring legacies. Specializing in Finance, Financial Services, and Wealth Management, the company manages diversified investment solutions, providing exclusive access to unique direct investments in private equity and real estate. With a slogan highlighting "The feel of a single-family office. The resources of a $8B+ financial institution," TwinFocus embodies a commitment to preserving, enhancing, and transferring wealth across multiple generations.