20 Years of Global Wealth Stewardship and Leadership

In The News

Paul Karger shares his thoughts with Josh Lipton on Yahoo! Finance around K... Paul Karger shares his thoughts with Josh Lipton on Yahoo! Finance around Kevin Warsh’s keynote address at the Jackson Hole Economic Policy Symposium. Read More

In The News

Great to see our Managing Partner Paul Karger on Fintech TV this week with ... Great to see our Managing Partner Paul Karger on Fintech TV this week with Remy Blair, talking treasury yields, inflation, gold, alternatives, and the bond market warning. Paul explains how ultra-high-net-worth investors are positioning their portfolios and why they are demanding a greater premium to hold longer-dated U.S. debt. Read More

In The News

Proud to see Paul Karger weigh in with CBS News on SpaceX's stock drop and ... Proud to see Paul Karger weigh in with CBS News on SpaceX's stock drop and this week's share lockup expiration Read More

Proud to see Paul Karger weigh in with CBS News on SpaceX’s… Proud to see Paul Karger weigh in with CBS News on SpaceX’s stock drop and this week’s share lockup expiration: “The lockup expiration does not mean every insider or early investor will sell, but it does increase the potential supply of shares coming to market, which can create near-term pressure on the stock.” https://www.cbsnews.com/news/spacex-stock-falls-ai-spending/ [The views expressed are Paul Karger’s own, made in his capacity as a media commentator, and do not constitute investment advice or a recommendation to buy or sell any security. This post is shared for informational purposes only and is not an endorsement of TwinFocus or its services by CBS News or the author of the article. TwinFocus is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.] Read More

In The News

Paul Karger was recently featured on the Celebrity Estates podcast from Wea... Paul Karger was recently featured on the Celebrity Estates podcast from Wealth Management / Trusts & Estates, hosted by Senior Editor David Lenok. Read More

A few things Paul said that stood out: Prenups aren’t just a… A few things Paul said that stood out: Prenups aren’t just a “what if the marriage ends” document. Paul makes the case that the real value is in the clarity they force early on, getting both partners’ financial expectations, family obligations, and future plans on the table while everyone is still on the same page. Full transparency and separate counsel aren’t optional. Paul emphasizes that a prenup only holds up, legally and relationally, when both sides fully disclose their finances and have their own independent legal representation. A prenup is only as good as the plan around it. Paul walks through why these agreements need to be coordinated with trusts and broader estate plans, and why couples have to actually follow the agreement afterward (for example, when buying property or combining assets) or it can lose its force. Worth a... Read More