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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.

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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.

July 2026 10 mins read

TwinFocus Insights

Research Note: Gold's Surge Revisited

Following one of the strongest multi-year advances in its history, gold has… Read More

July 2026 1 mins read

TwinFocus Insights

TwinFocus Co-Founder and Managing Partner Wes Karger is featured in Cheryl ... Read More

In the article, Wes discusses an emerging trend among ultra-high-net-worth families: choosing… Read More

July 2026 1 mins read

TwinFocus Insights

It was a scorcher today, so the TwinFocus Women's Engagement Group executed... Read More

It was a scorcher today, so the TwinFocus Women’s Engagement Group executed… Read More

July 2026 1 mins read

Videos

Private aviation is one of the most misunderstood corners of family office ... Read More

In our latest TF Insights video, Brett Feldman (Director, Family Office Management… Read More

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