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20 Years of Global Wealth Stewardship and Leadership

TwinFocus is a boutique, partner-led multifamily office, and private investment firm delivering smart, discreet wealth stewardship for professional investors, successful executives & entrepreneurs, and families across generations.

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In Assets Under Advisement (as of 12.31.2025)

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Globally Situated Family Offices

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Professionals with Deep Expertise and Credentials

Celebrating 20 Years

20 Years of Trust, Impact & Gratitude

Twenty years ago, we set out to build a firm grounded in trust, integrity, and long-term relationships. What we’re most proud of today is not just our growth, but the strong partnerships we’ve built with our clients, our employees, and our community. This anniversary is about more than looking back, it’s about recognizing the responsibility that comes with longevity. This year, we’ll be celebrating with “20 for 20” commitment to support 20 local charitable organizations with a combination of financial contributions, employee volunteer engagement, and amplification of their missions throughout the year.

Who We Are What We Do

About TwinFocus

The TwinFocus Difference

At TwinFocus, clarity replaces complexity. We deliver objective advice and tailored strategies that support both your wealth, and your well-being. We cut through the noise, anticipate blind spots, and manage the details others overlook—so you can move forward with confidence.

Who We Are Why We’re Different

What We Do

Your Wealth, Thoughtfully Aligned for Your Life, and Your Legacy.

An integrated approach to investment strategy, risk management, governance, and legacy planning — thoughtfully designed around your objectives.

Investment Services

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Family Office Management

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Real Estate Advisory

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Direct Investments

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Responsible Investing

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M&A Advisory

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Our Team

Our World-Class Family Oriented Team Puts You First.

Founded by twin brothers, family is in our DNA—and it defines how we serve our clients, and work together. Our expert team is driven to deliver thoughtful, innovative solutions built for today, and designed to endure for many tomorrows.

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News & Insights

Expert insights, firm updates, and media features. Keeping you informed and ahead.

October 2026 1 mins read

In The News

We’re proud to see our own John Pantekidis, General Counsel and Managing Pa... Read More

Zoe Sagalow’s piece takes a look at private-placement life insurance (PPLI): when… Read More

October 2026 1 mins read

In The News

TwinFocus' John Pantekidis, CFA, JD shares his views on the costs involved ... Read More

Treasury and the IRS have issued new guidance targeting certain Section 351… Read More

September 2026 1 mins read

In The News

Retirement savings or college tuition? How should parents prioritize?

Retirement savings or college tuition? How should parents prioritize? It’s rarely a… Read More

September 2026 1 mins read

In The News

In a new Financial Planning piece by Zoe Sagalow, "Advising Clients Stuck i... Read More

In a new Financial Planning piece by Zoe Sagalow, “Advising Clients Stuck… Read More

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