TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations. The firm’s proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members, and integrates all aspects of Tax, Legal, Investment, Philanthropic and Intergenerational Planning in its tireless pursuit of establishing enduring legacies. Headquartered in Boston, TwinFocus has assets under advisement of more than $11.6 billion* and manages diversified investment solutions that include exclusive access to unique direct investments in private equity and real estate. *as of 12/31/25
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TwinFocus Questions
The TwinFocus annual revenue was $6.8 million in 2026.
Jonathan Perry is the Chief Financial Officer and Chief Operating Officer of TwinFocus.
36 people are employed at TwinFocus.
TwinFocus is based in Boston, Massachusetts.
The NAICS codes for TwinFocus are [52, 5239, 523].
The SIC codes for TwinFocus are [679, 67].
Top TwinFocus Employees
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25+
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Paul Karger
Managing Partner at TwinFocus
Boston, MA, US24 -
Brett Feldman
Director at TwinFocus
Boston, MA, US21 -
Meghan Daily
Director, Client Advisory at TwinFocus
Boston, MA, US35 -
Michael Gibbons
Senior Director at TwinFocus
Braintree, MA, US22 -
Ryan Dwyer
Controller at TwinFocus
Boston, MA, US12 -
25+
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Hugo Souza
Associate Director, Client Advisory at TwinFocus
Marshfield, MA, US12
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