TWIN FOCUS CAPITAL PARTNERS, LLC
SEC Registered20 Years of Global Wealth Stewardship and Leadership
About the firm
TwinFocus is a boutique, partner-led multifamily office and private investment firm delivering smart, discreet wealth stewardship for professional investors, successful executives and entrepreneurs, and families across generations. Founded by twin brothers Paul and Wes Karger in 2006, the firm is grounded in trust, integrity, and long-term relationships. At TwinFocus, clarity replaces complexity, with objective advice and tailored strategies designed to support both wealth and well-being.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
TwinFocus offers Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, M&A Advisory, and Responsible Investing, providing an integrated approach to investment strategy, risk management, governance, and legacy planning.
Who they serve
Professional investors, successful executives and entrepreneurs, and families across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1 | $617k |
| High Net Worth Individuals | 74 | $4.5B |
| Pension/Profit Sharing Plans | 6 | $55M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TWIN FOCUS CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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