Responsible Investing

Structuring your wealth and doing good don’t have to be mutually exclusive. With TwinFocus, you get investments and other opportunities that align your balance sheet with a better world.

Stewardship

Investment management and oversight for families and foundations.

Integration

Gifting and philanthropic solutions integrated into your investment plan.

Sustainability

Multi-generational planning and wealth development for you and your legacy.

Put your wealth to work for your family and community.

Together, we develop a road map that reflects your family mission statement, values, and impact priorities.
You get charitable vehicles and other philanthropic executions that are optimized for desired impact and tax efficiency.
Fiduciaries of family foundations benefit from our investment management and best practices.
Future generations are set up financially and operationally to fulfill your investing intention.

Where wealth structuring meets responsible investing

Investing for Impact

Get due diligence that aligns opportunities with your impact and financial objectives.
Advance your family foundation’s goals with program and mission-related investments.

Integrated Estate & Tax Planning

Comprehensive wealth structuring so your family tangibly benefits from your responsible investments
Wealth design with tax-efficient outcomes that position you to do even more in the world

Operational Guidance

When investing is part of a larger philanthropic strategy, we optimize both. Together.

Charitable design and benchmarking, so all activities fulfill your intentions
Specialized processes and oversight to expand grantmaking capabilities
A philanthropic strategy that operationalizes your intentions and your values

Case Study Spotlight

Responsible Investing Within a Family Private Foundation Setting

A couple in their 60s wanted to align their wealth with their morals. TwinFocus applied social responsibility filters across their family foundation and grant-making activities, creating a lasting impact on local communities and instilling valuable lessons in their own children and grandchildren.