TwinFocus is a multifamily office for entrepreneurs' families looking to preserve, enhance and transfer wealth across multiple generations. Their proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members.

Finance

TwinFocus

TwinFocus' headquarters in Boston, MA, United States

Paul Karger CFA

Jonathan Perry

Michael Gibbons

Elizabeth Gardner CCO MBA IACCP

John Pantekidis CFA JD

This department focuses on providing strategic advice and management for client portfolios.

Client Advisory Services

This department focuses on managing relationships with clients to ensure satisfaction and retention.

Client Relations

This department manages financial records, ensures compliance with regulations, and oversees budgeting and auditing processes.

Accounting Department

The Leadership Team at TwinFocus drives the strategic direction and overall management of the multifamily office, ensuring that the unique needs of entrepreneurial families are met. They oversee investment strategies, compliance measures, and operational efficiency, while fostering a collaborative environment to enhance wealth preservation and multi-generational transfer. With diverse expertise spanning legal, financial, and operational domains, the team is dedicated to delivering tailored solutions that address the complexities of family wealth.

Leadership Team

This department provides general support and organizational assistance to enhance operational efficiency.

Administrative Services

This department focuses on analyzing and managing investment portfolios to optimize returns and mitigate risks.

TwinFocus

Org chart

Teams

Client Advisory Services

Client Relations

Accounting Department

Leadership Team

Administrative Services

Portfolio Management

Offices

TwinFocus

Org chart

Teams

Client Advisory Services

Client Relations

Accounting Department

Leadership Team

Administrative Services

Portfolio Management

Offices

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