TwinFocus Capital Partners LLC is a

multi family office A multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth. Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective f ...

based in

Boston Boston (), officially the City of Boston, is the state capital and most populous city of the Commonwealth of Massachusetts, as well as the cultural and financial center of the New England region of the United States. It is the 24th- mo ...

Massachusetts Massachusetts (Massachusett language, Massachusett: ''Muhsachuweesut assachusett writing systems, məhswatʃəwiːsət'' English: , ), officially the Commonwealth of Massachusetts, is the most populous U.S. state, state in the New England ...

. The company was started in 2006 by twin brothers Paul and Wesley Karger. Today, TwinFocus has a 25-person team and represents more than 40 family office clients around the world with balance sheets totaling at least $100 million. The company manages an array of asset classes including stocks, bonds, mutual funds, private equity and real estate. As of September 2020, TwinFocus reported $7.5 billion in assets under advisory. Roughly 70 percent of the capital that the firm oversees is for U.S.-based families. In October 2018, TwinFocus opened its

London London is the capital and largest city of England and the United Kingdom, with a population of just under 9 million. It stands on the River Thames in south-east England at the head of a estuary down to the North Sea, and has been a majo ...

office in

Mayfair Mayfair is an affluent area in the West End of London towards the eastern edge of Hyde Park, in the City of Westminster, between Oxford Street, Regent Street, Piccadilly and Park Lane. It is one of the most expensive districts in the world. ...

, an affluent area in the city's West End. In early 2019, TwinFocus helped its founding European client, Markerstudy Group, facilitate the £185 million acquisition of

Co-op Insurance Co-op Insurance is the trading name of CIS General Insurance, a general insurance company, which is part of the Co-operative Group, based in Manchester, United Kingdom. Co-op Insurance Services, an insurance intermediary incorporated in 2017, is ...

. Shortly thereafter, the firm introduced formal M&A and real estate advisory services for its global ultra-high net worth client base. TwinFocus is also present in

Latin America Latin America or * french: Amérique Latine, link=no * ht, Amerik Latin, link=no * pt, América Latina, link=no, name=a, sometimes referred to as LatAm is a large cultural region in the Americas where Romance languages — languages derived f ...

and

Asia Asia (, ) is one of the world's most notable geographical regions, which is either considered a continent in its own right or a subcontinent of Eurasia, which shares the continental landmass of Afro-Eurasia with Africa. Asia covers an area ...

, working with entrepreneurs with substantial cash holdings. The company's main competitors in

include

Morgan Stanley Morgan Stanley is an American multinational investment management and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in more than 41 countries and more than 75,000 employees, the fir ...

Merrill Lynch Merrill (officially Merrill Lynch, Pierce, Fenner & Smith Incorporated), previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment bank ...

, and

Goldman Sachs Goldman Sachs () is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered at 200 West Street in Lower Manhattan, with regional headquarters in London, Warsaw, Bangalore, H ...

References

Companies based in Boston Financial services companies based in Massachusetts 2006 establishments in Massachusetts Financial services companies established in 2006 {{US-finance-company-stub