TWINFOCUS
TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations. The firm’s proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members, and integrates all aspects of Tax, Legal, Investment, Philanthropic and Intergenerational Planning in it... s tireless pursuit of establishing enduring legacies. Headquartered in Boston with an office in Mayfair, London, TwinFocus has assets under advisement of more than $7.9 billion* and manages diversified investment solutions that include exclusive access to unique direct investments in private equity and real estate. * - as of 12/31/2023
TWINFOCUS
Industry:
Advice Asset Management Finance Financial Services Impact Investing Real Estate Investment Wealth Management
Founded:
2006-01-01
Address:
Boston, Massachusetts, United States
Country:
United States
Website Url:
http://www.twinfocus.com
Total Employee:
11+
Status:
Active
Contact:
+1 617 720 4500
Email Addresses:
[email protected]
Technology used in webpage:
Google Tag Manager Organization Schema Yoast Plugins MediaElement.js Zendesk Mandrill Mimecast Heap
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Current Employees Featured
Founder
Key Employee Changes
| Date | New article |
|---|---|
| 2023-10-17 | TwinFocus Appoints Former BNY Mellon CIO David Daglio as Chief Investment Officer and Global Investment Strategist |
Official Site Inspections
http://www.twinfocus.com Semrush global rank: 3.43 M Semrush visits lastest month: 3.93 K
- Host name: 236.53.148.146.bc.googleusercontent.com
- IP address: 146.148.53.236
- Location: Mountain View United States
- Latitude: 37.4043
- Longitude: -122.0748
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 94043
More informations about "TwinFocus"
TwinFocus Capital Partners - Wikipedia
TwinFocus Capital Partners (known as TwinFocus) is an American multi family office based in Boston, Massachusetts. The company was started in 2006 by twin brothers Paul and Wesley Karger. As of 2019 , TwinFocus had a 40-person team and represented more than 45 family office clients around the world with individual balance sheets totaling at least $100 million. The company man…See details»
TwinFocus - Crunchbase Company Profile & Funding
TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple …See details»
TwinFocus Company Profile | Management and Employees List
TwinFocus Profile and History. TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations.See details»
TwinFocus: Contact Details and Business Profile - RocketReach
TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations. The firm’s proprietary total balance sheet approach and direct investing platform incorporate ...See details»
Making a Difference - TwinFocus
The TwinFocus Foundation is making the world a better place.. We partner with established nonprofits and create new ones as needed, investing in more than a dozen important causes. Through our work with mission-driven, community-based organizations, our primary goal is to help lift up disadvantaged people.See details»
TwinFocus - Overview, News & Similar companies | ZoomInfo.com
Who is TwinFocus. TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations. The firm's proprietary total balance sheet approach and direct investing platform incorporate the nuances and …See details»
TwinFocus - Company Profile - Tracxn
Oct 18, 2024 TwinFocus ranks 31st among 137 active competitors. 5 of its competitors are funded while 15 have exited. Overall, TwinFocus and its competitors have raised over $789M in funding across 13 funding rounds involving 12 investors. There is 1 public and 14 acquired companies in the entire competition set.See details»
What We Do - TwinFocus
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. ... Whether you invest as a family or as a charity, we design the right solution, strategy, and organization for optimal outcomes ...See details»
TwinFocus - venturecapitalarchive.com
TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations. The firm’s proprietary total balance sheet approach and direct investing platform incorporate thenuances and complexities of all …See details»
TwinFocus - Contacts, Employees, Board Members, Advisors
TwinFocus is a a premier boutique multifamily office for global ultra-high-net-worth individuals and families.See details»
Co-Founder and Managing Partner - TwinFocus
Co-Founder and Managing Partner at TwinFocus · Wesley (Wes) co-founded TwinFocus and has spent the majority of his career as an entrepreneur in the financial services space. He has been serving ...See details»
TwinFocus - Tech Stack, Apps, Patents & Trademarks - Crunchbase
Organization. TwinFocus . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. Highlights. Total Products Active 17. Active Tech Count 20. ... TwinFocus employees are showing high interest in Forecast Value-Add, Stripe, and Ship Navigation, according to Bombora. Topic . Topic CategorySee details»
Why We’re Different - TwinFocus
With TwinFocus, you have a dedicated team of experts and a full suite of services typically only available to family offices that work with a single family. Because we serve multiple families, you also benefit from cost savings, scale, and the shared ideas and best practices gained by working with a select group of clients.See details»
Gallo Family Foundation · Twinfocus Capital Partners LLC
GALLO FAMILY FOUNDATION is tax-exempt organization filed with the Internal Revenue Service (IRS). The Employer Identification Number (EIN) is #812632670. The exempt status was recognized in September, 2016. The organization type is . The registered contact address is Twinfocus Capital Partners LLC, Twinfocus 75 Park PlazaBostonMA 02116-0000.See details»
TwinFocus | Boston MA - Facebook
TwinFocus, Boston, Massachusetts. 101 likes · 96 were here. TwinFocus is the premier boutique multifamily office for global ultra-high net worth families, entrepreneurs and professional investors.See details»
TwinFocus - venturecapitalarchive.com
TwinFocus is a premier boutique multifamily office for global ultrahigh net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer Theyalth across multiple generations. The firm’s proprietary total balance sheet approach and direct investing platform incorporate thenuances and complexities of all …See details»
Family Office Management - TwinFocus
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 MoreSee details»
TwinFocus Reviews: What Is It Like to Work At TwinFocus?
TwinFocus has an overall rating of 4.0 out of 5, based on over 23 reviews left anonymously by employees. 79% of employees would recommend working at TwinFocus to a friend and 84% have a positive outlook for the business. This rating has improved by 2% over the last 12 months.See details»
Investment Services - TwinFocus
Thought Leadership Spotlight. The TwinFocus Total Balance Sheet Approach. Clients come to us with all different objectives for their accumulated wealth. S ome say, “ My goal is to leave as much to my kids as possible , ” while others state , “ I’m ready to downshift and I would like TwinFocus to more aggressively grow my wealth .See details»