TwinFocus Capital Partners explained

TwinFocus Capital Partners LLC, known as "TwinFocus," is a multi family office based in Boston, Massachusetts. The company was started in 2006 by twin brothers Paul and Wesley Karger.^[1] Today, TwinFocus has a 40-person team^[2] and represents more than 45 family office clients around the world with individual balance sheets totaling at least $100 million. The company manages a diverse array of asset classes including stocks, bonds, mutual funds, private equity and real estate.^{[3] [4]} As of September 2023, TwinFocus reported $7.9 billion in assets under advisory.^[5]

In October 2018, TwinFocus opened its London office in Mayfair, an affluent area in the city's West End.^[6] In early 2019, TwinFocus helped its founding European client, Markerstudy Group, facilitate the £185 million acquisition of Co-op Insurance. Shortly thereafter, the firm introduced formal M&A and real estate advisory services for its global ultra-high net worth client base.^{[7] [8]}

TwinFocus is also present in Latin America and Asia, working with entrepreneurs with substantial cash holdings.^[9] The company's main competitors in Asia include Morgan Stanley, Merrill Lynch, and Goldman Sachs.^[10]

Notes and References

1. Web site: Twins draw upon family ties to manage wealth - Boston Business Journal. dead. https://web.archive.org/web/20150518122313/http://www.bizjournals.com/boston/stories/2008/10/06/focus2.html?page=all. 2015-05-18.
2. Web site: The Adviser Center: Twin Focus Capital Partners, LLC - InvestmentNews.
3. Web site: Boston wealth firm sees 'Opportunity' in real estate tax-relief program. Ryan. Greg. February 5, 2019. www.bizjournals.com. 2019-04-26.
4. News: What's the CRE Strategy for Ultra-High-Net-Worth Investors? An Investment Manager's Outlook. 2018-02-20. National Real Estate Investor. 2018-03-01.
5. News: Burnham . Emily . 17 October 2023 . TwinFocus Appoints Former BNY Mellon CIO David Daglio as Chief Investment Officer and Global Investment Strategist . Global News Wire.
6. News: 'The Market is Mispricing Risks' in the U.K.. Stupples. Ben. Bloomberg Markets Special Report - Family Offices. April 26, 2019.
7. Web site: M&A wrap: TSG, NextEnergy, Tesla, GTCR, Roark, AEI. Mergers & Acquisitions. 4 February 2019. en. 2019-04-26.
8. Web site: TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services. www.citywealthmag.com. 2019-04-26.
9. Web site: Paul Karger of Twin Focus Capital Partners . 2015-05-27 . 2015-05-27 . https://web.archive.org/web/20150527194356/http://tfcp.serveronline.net/pdf/TwinFocus-in-LatAm.pdf . dead .
10. Web site: Twin Focus readies China launch . 2015-05-27 . 2015-05-27 . https://web.archive.org/web/20150527184943/http://tfcp.serveronline.net/pdf/Inst_Investor_TwinFocus_PAM_01-12-2009.pdf . dead .