Investment management and oversight for families and foundations.
Gifting and philanthropic solutions integrated into your investment plan.
Multi-generational planning and wealth development for you and your legacy.
When investing is part of a larger philanthropic strategy, we optimize both. Together.
Case Study Spotlight
A couple in their 60s wanted to align their wealth with their morals. TwinFocus applied social responsibility filters across their family foundation and grant-making activities, creating a lasting impact on local communities and instilling valuable lessons in their own children and grandchildren.Read More
Invest with Intention