A little about what we do and who we are:

• For clients experiencing portfolio inertia due to low tax basis/appreciated securities and/or lacking capacity for fund manager due diligence, Twin Oak provides bespoke solutions leveraging the ETF vehicle, including “ETF conversion” transactions

• After working for several major family offices and developing/implementing a novel ETF based solution, Twin Oak was founded on the appreciation that most options for taxable accounts have disappointing net (after-taxes / fees) returns

• Further, we identified that with a detailed understanding of the tax code and recent regulatory changes there is a meaningful opportunity for ETFs as an investment vehicle, particularly for a family’s low tax basis/appreciated securities

• Finally, in discussion/collaboration with our professional/investor networks, with you and your team, we can develop custom institutional grade ETF strategies entirely focused on optimal net (after-taxes / fees) returns. In essence, a bespoke or hedge/private fund like product/exposure in an ETF wrapper (liquid private credit alternatives, tail risk hedges, synthetic money markets, etc.).

888 Worcestor St.
Wellesley, Massachusetts 2482
United States
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