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.
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.
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.
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.
Expert insights, firm updates, and media features. Keeping you informed and ahead.
June 2026
2 mins read
TwinFocus Insights
Paul Karger, Co-Founder and Managing Partner of TwinFocus, recently joined ...
Paul Karger, Co-Founder and Managing Partner of TwinFocus, recently joined the In the Harbor podcast for a wide-ranging conversation on the challenges and opportunities facing ultra-high-net-worth families today.
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Paul Karger, Co-Founder and Managing Partner of TwinFocus, recently joined the In…
Paul Karger, Co-Founder and Managing Partner of TwinFocus, recently joined the In the Harbor podcast for a wide-ranging conversation on the challenges and opportunities facing ultra-high-net-worth families today. In this episode, Paul and the hosts explore: Why families in Massachusetts and New York are evaluating relocation to Florida and New Hampshire — and how the millionaire’s tax and estate tax environment factor into those decisions The two non-investment forces that destroy generational wealth — and how families can guard against them Why the appeal of private equity and private credit is evolving for some ultra-high-net-worth clients How to approach the concentration vs. diversification conversation with founders who remain emotionally connected to their company stock Strategies for next-generation education: family summits, early financial conversations, and giving the next generation hands-on experience with charitable giving How AI is beginning to shape wealth...
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June 2026
1 mins read
TwinFocus Insights
Managing Partner Paul Karger recently joined Ricardo Rodriguez on Tequila C...
Managing Partner Paul Karger recently joined Ricardo Rodriguez on Tequila Chats to discuss entrepreneurship, leadership, and wealth management.
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Managing Partner Paul Karger recently joined Ricardo Rodriguez on Tequila Chats to discuss entrepreneurship, leadership,…
Managing Partner Paul Karger recently joined Ricardo Rodriguez on Tequila Chats to discuss entrepreneurship, leadership, and wealth management. [This interview was originally recorded and published by a third party. Neither TwinFocus Capital Partners, LLC (“TwinFocus”) nor Managing Partner Paul Karger compensated the interviewer or producer for this interview, and Paul Karger did not receive compensation for participating. The discussion is provided for informational purposes only and reflects the views of the speakers as of the recording date. Statements made by the interviewer or other third parties are their own and do not necessarily reflect the views of TwinFocus. Nothing contained in this interview should be construed as investment, legal, tax, or other professional advice, or as an offer to sell or a solicitation of an offer to buy any security or investment advisory services. Any discussion of investment strategies, markets, or securities is...
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June 2026
7 mins read
TwinFocus Insights
The First Trillionaire: What History Actually Tells Us
The First Trillionaire: What History Actually Tells Us
Elon Musk has become the world’s first trillionaire following SpaceX’s record-breaking IPO.…
Elon Musk has become the world’s first trillionaire following SpaceX’s record-breaking IPO. The headlines have covered the number, our latest white paper at TwinFocus asks the harder questions: what does a fortune of this scale actually mean in practice, what does history really tell us about precedent, and what might it mean for how private wealth, governance, and stewardship evolve from here. White Paper: June 2026 The First Trillionaire: What History Actually Tells Us We have been waiting for the first trillionaire for so long that the moment has arrived almost without ceremony. Elon Musk is worth roughly $1.1 trillion on paper following the SpaceX IPO,¹ and the number is so large that most people, including most billionaires, cannot quite locate it in their mental map of reality. The instinct, understandably, is to reach for historical analogy. Rockefeller. Carnegie. The robber barons. But these comparisons, however satisfying, may tell us...
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June 2026
2 mins read
Videos
Every child in Boston deserves exceptional healthcare. Not just the ones wi...
Every child in Boston deserves exceptional healthcare. Not just the ones with the right insurance. Every child.
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Every child in Boston deserves exceptional healthcare. Not just the ones…
Every child in Boston deserves exceptional healthcare. Not just the ones with the right insurance. Every child. That’s the founding conviction of Boston Community Pediatrics (BCP), and it’s why TwinFocus is so excited to support the work they are doing as part of our 20th anniversary campaign, 20 Years of Trust, Impact, and Gratitude. BCP is the first nonprofit pediatric private practice of its kind in Massachusetts. Located in Boston’s South End, they provide every patient, regardless of income or insurance status, with the kind of comprehensive, relationship-centered care that has historically been out of reach for families on MassHealth. Primary care, integrated behavioral health, care navigation, pediatric wellness support, all under one roof, all built around the whole child. And they don’t stop at the clinic door. Through their Hyperlocal Community Initiative, BCP embeds healthcare and mental health services...
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