TwinFocus Capital Partners
TwinFocus Capital Partners LLC 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 25-person team[2] 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.[3][4] As of September 2020, TwinFocus reported $7.5 billion in assets under advisory.[5] Roughly 70 percent of the capital that the firm oversees is for U.S.-based families.[6]
In October 2018, TwinFocus opened its London office in Mayfair, an affluent area in the city's West End.[7] 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.[8][9]
TwinFocus is also present in Latin America and Asia, working with entrepreneurs with substantial cash holdings.[10] The company's main competitors in Asia include Morgan Stanley, Merrill Lynch, and Goldman Sachs.[11]
References
- "Twins draw upon family ties to manage wealth - Boston Business Journal". Archived from the original on 2015-05-18.
- "The Adviser Center: Twin Focus Capital Partners, LLC - InvestmentNews".
- Ryan, Greg (February 5, 2019). "Boston wealth firm sees 'Opportunity' in real estate tax-relief program". www.bizjournals.com. Retrieved 2019-04-26.
- "What's the CRE Strategy for Ultra-High-Net-Worth Investors? An Investment Manager's Outlook". National Real Estate Investor. 2018-02-20. Retrieved 2018-03-01.
- French Furnell, April (16 September 2020). "60 second interview with Jan Meyer, TwinFocus". CityWealth.
- http://bloom.bg/2rrEPxq
- Stupples, Ben. "'The Market is Mispricing Risks' in the U.K." (PDF). Bloomberg Markets Special Report - Family Offices. Retrieved April 26, 2019.
- "M&A wrap: TSG, NextEnergy, Tesla, GTCR, Roark, AEI". Mergers & Acquisitions. 4 February 2019. Retrieved 2019-04-26.
- "TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services". www.citywealthmag.com. Retrieved 2019-04-26.
- "Archived copy" (PDF). Archived from the original (PDF) on 2015-05-27. Retrieved 2015-05-27.
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: CS1 maint: archived copy as title (link) - "Archived copy" (PDF). Archived from the original (PDF) on 2015-05-27. Retrieved 2015-05-27.
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: CS1 maint: archived copy as title (link)