TwinFocus
United States of America
Multi-family office
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Employees
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50+
Established in 2006 by brothers Paul and Wesley Karger, TwinFocus is a multi-family office headquartered in Boston, United States. TwinFocus offers a range of services, including investment management, tax planning, estate planning, philanthropy, and family governance. The firm is known for its highly personalised approach to wealth management and its focus on long-term relationships with its clients. TwinFocus has presence in both Boston (USA) and London (UK), granting a global outlook on investment opportunities while upholding a boutique approach to catering to clients’ needs.
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About TwinFocus
TwinFocus advises on over $7 billion in assets, offering diversified investment solutions, including exclusive access to private equity and real estate direct investments.
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Executive Committee
Paul Karger, CFA
Wesley Karger, CFA
John Pantekidis, JD, LLM, CFA
Peter Gnall, MST, CFP®
William Ward, MBA
Laurence Grosbaum, CPA, CFA
Savannah Campbell
Meghan Daily
Elizabeth Gardner
Michael Gibbons, CFA, CFP®
PJeffrey Heisler, PhD, CFA
Taylor Kale, MBA, CFP®
Thomas Moore, CFP®
Forrestel Nugent
Matthew O’Donnell
Matt Perra
Jonathan Perry
Ana C. Rabines, CFA, CIPM
Hugo Souza
What sets TwinFocus apart
What distinguishes TwinFocus is its inventive investment tactics and tailored solutions. Utilising a proprietary “Total Balance Sheet” method, the firm takes into account every facet of a client’s financial situation, empowering them to develop comprehensive and tax-efficient strategies. This distinctive approach has enabled TwinFocus to consistently yield strong results while addressing the intricate financial requirements of their clientele.
- www.twinfocuscapital.com
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