What we do
Using your balance sheet and your unique needs as key drivers of your wealth strategy, we collaborate with you, your family, and your personal advisory team on wealth and legacy choices, including philanthropic and fiduciary planning, management, and governance. We’re there for the big decisions, such as helping you determine the best next steps when you own a business, and we can also take care of the small things like researching pet insurance or paying your child’s rent. We’re your family’s advisor and advocate, managing the intricacies and complexities that come with wealth so you can focus on what matters most.
With TwinFocus, your investment strategy is guided by rigorous analysis of your balance sheet. It considers the requisite liquidity, legal, and tax considerations—while also advancing your philanthropic intentions. Through deep research and detailed due diligence, we vet opportunities to ensure they’re fully in sync with your investment plan.
Choose from a curated collection of vehicles, partners, and structures gathered by our in-house experts and network of sophisticated investors. You can also bring us your investment ideas, and we’ll vet them with the same rigor we apply to our own. And we will always be direct and let you know if a deal is not in your best interests.
Because our family includes a real estate investment advisory firm, we have deep expertise for all your real estate interests and activities. We can evaluate and support deal opportunities you bring to the table and put forth investments for your consideration that align with your wealth strategy.
You’ll find our M&A services are faster, more personalized, and more comprehensive than a traditional investment bank’s. We’re here to support you every step of the way in these transactions, helping to secure the right capital, partners, operational support, and governance to benefit you, your business, and your family.
When you want your wealth to benefit the world beyond your family, we direct your investment and philanthropic choices, so your legacy begins now and not later. Whether you invest as a family or as a charity, we design the right solution, strategy, and organization for optimal outcomes.
Twin Focus Real Estate Partners
We invest in niche real estate prospects across regions, asset classes, and markets that seek to deliver value over market cycles with a margin of safety. As a pioneer in Opportunity Zone investing, our projects often fill key community needs and address market inefficiencies and dislocations. Our expertise also spans a wide range of opportunities including closed-end private equity funds, recapitalizations, and other direct portfolio-level transactions.
Fifty years old and happily single, a successful money manager is living between New York and Southampton. She earns $25 million, and her net worth is $250 million.
She is extremely busy and wants a group she can trust to run all aspects of her personal financial life.
A married couple, both 37, live in San Francisco but are in the process of relocating to Europe with their two children under 10. The husband founded a highly successful software business, and he has an income greater than $10 million and net worth of $500 million. The couple wants to build close relationships with a firm they can trust with all aspects of their lives.
A businessman and heir passed suddenly at age 49. He always took care of the family finances, and his widow was overwhelmed and ill-equipped to take on this role. While they both had successful careers, their net worth of $275 million was mostly wealth passed to the husband by his grandfather. The surviving spouse needs a firm that can help her piece together her financial picture, provide her with a path forward, and manage all the intricacies of her daily financial life.
A 58-year-old entrepreneur sold his consumer products business 10 years ago to a Fortune 500 company for $250 million. Married with two adult children, he has homes in Boston and the Caribbean. He recently started a new business and has invested in several real estate development projects. He wants a close relationship with a firm that can oversee his financial life so he and his wife can travel and live worry-free.
Go beyond wealth management