MISSION

Client, Firm, Self

We always put client interests first, whilst remaining independent and objective. Integrity, trust, and discretion are the cornerstones of our firm.

TwinFocus delivers the multi-single family office experience.

SCALE & SCOPE

Global presence & proven expertise

We embrace a client-centric, team-based approach, utilizing our network and resources that span the globe.

With offices in Boston and London, TwinFocus oversees more than $7.1 billion of client assets worldwide, as of December 31, 2021.

COMPLEXITIES

Proprietary total balance sheet approach

We incorporate nuances and complexities and integrate all aspects of global investment, cross-border tax, legal, philanthropic, and multi-generational planning.

In a relentless pursuit of establishing enduring legacies, we specialize in managing custom portfolios tailored to each client’s objectives.

DISCRETION

Confidentiality & privacy is paramount

As client fiduciaries, we recognize safeguarding our clients’ information is our responsibility. As such, we take proactive measures to adhere to all local, state, federal, and international rules, regulations, and best practices.

At a Glance

  • Pioneer of bespoke family office solutions
  • Strong leadership with an aptitude for evolution
  • Technology solutions built by our in-house team
  • Over $7.1 billion in assets
  • US and UK offices

Our Client Experience

  • Holistic financial management
  • Individually crafted solutions
  • Tailored private investment programs
  • High-touch, proactive service
  • Dedicated family office team

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