twinfocus family office


United States of America

Multi-family office

  • Employees
  • 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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Lead Generation - Family Offices

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.

  • 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.

In the media

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