Twin Focus Capital Partners operates as a family office and investment advisory boutique, serving high-net-worth and ultra-high-net-worth individuals, families, and related entities. Twin Focus Capital Partners provides comprehensive wealth management, family office management, investment management, institutional consulting, tax planning, private wealth structuring, real estate advisory, and philanthropic planning services. The firm utilizes a top-down macroeconomic and bottom-up microeconomic approach to construct portfolios, incorporating traditional asset classes, third-party managers, and alternative investments such as private equity, venture capital, and real estate. To provide access to specific private investments, affiliates of Twin Focus Capital Partners occasionally establish special purpose vehicles. Clients engage Twin Focus Capital Partners through written advisory agreements, with fees structured as fixed annual fees, asset-based fees, performance-based fees, or hourly rates.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable and can be structured as fixed annual fees, asset-based fees, performance-based fees, hourly rates, or a hybrid approach.