Family Office Management
We manage your wealth. So you can live life.
As your family office, we run the business your wealth requires, from seeking to grow and preserve your net worth to managing your investments, financial matters, and philanthropic endeavors.
Optimize
As your senior advisors, we guide you to bespoke solutions for your unique needs.
Lead
Our synergistic team manages and executes your wealth enhancement strategy.
Champion
We advance your legacy with governance guidance and support across endeavors.
The feel of a single-family office. The resources of a $7B+ financial institution.
- A multi-disciplinary approach. Your dedicated team crafts customized solutions for evolving needs.
- A life partner. We guide your family in managing wealth’s opportunities and responsibilities.
- A network of know-how. Tap into innovative ideas and global strategies.
- A family for families. Access advice and guidance for you, your family, and their families.
Every financial facet—down to the finest details
Strategic Advisory & Partnership
- Clarify your professional and personal choices with thorough due diligence.
- We invest alongside you while also advocating your financial interests.
Familial & Philanthropic Perspective
- We help you formulate and balance your objectives, spanning multiple generations.
- We develop and oversee your charitable objectives, helping you maximize your impact.
Total Balance Sheet Approach
The beauty of your wealth picture develops through careful integration and individual performance.
- Each element is viewed holistically for tax efficiency, liquidity, risk optimization, and harmony.
- Solutions are resilient and dynamic, balancing today’s spending with future wealth goals.
- Every aspect of financial administration is artfully crafted to inspire strategy and solution.
- Risk is managed across your financial life, not just investment opportunities and portfolios.
Case Study Spotlight
Educating the Next Generation to be Responsible with Wealth
A first-generation wealthy couple knew the conversations they needed to have with their children around money would be vastly different from the ones they grew up with. As part of their integrated family office solution, TwinFocus worked alongside these parents to implement a wealth education plan that started with buying a wallet and evolved into discussions around estate planning and the family foundation.
Learn More
Interested in a family office?
This is where we start. Where we go is up to you.
Let's talk