20 Years of Global Wealth Stewardship and Leadership
TwinFocus is a boutique, partner-led multifamily office, and private investment firm delivering smart, discreet wealth stewardship for professional investors, successful executives & entrepreneurs, and families across generations.
Twenty years ago, we set out to build a firm grounded in trust, integrity, and long-term relationships. What we’re most proud of today is not just our growth, but the strong partnerships we’ve built with our clients, our employees, and our community. This anniversary is about more than looking back, it’s about recognizing the responsibility that comes with longevity. This year, we’ll be celebrating with “20 for 20” commitment to support 20 local charitable organizations with a combination of financial contributions, employee volunteer engagement, and amplification of their missions throughout the year.
At TwinFocus, clarity replaces complexity. We deliver objective advice and tailored strategies that support both your wealth, and your well-being. We cut through the noise, anticipate blind spots, and manage the details others overlook—so you can move forward with confidence.
Our World-Class Family Oriented Team Puts You First.
Founded by twin brothers, family is in our DNA—and it defines how we serve our clients, and work together. Our expert team is driven to deliver thoughtful, innovative solutions built for today, and designed to endure for many tomorrows.
Expert insights, firm updates, and media features. Keeping you informed and ahead.
November 2026
1 mins read
TwinFocus Updates
Last week, our TwinFocus team spent the day volunteering at Women’s Lunch P...
Last week, our TwinFocus team spent the day volunteering at Women’s Lunch Place, and it’s safe to say it was one of the highlights of our year. 💛
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Last week, our TwinFocus team spent the day volunteering at Women’s Lunch…
Last week, our TwinFocus team spent the day volunteering at Women’s Lunch Place, and it’s safe to say it was one of the highlights of our year. 💛 Women’s Lunch Place provides nourishing meals, community, and essential services to women experiencing homelessness and poverty in Boston, all in a space built on dignity and respect. We were honored to roll up our sleeves alongside their incredible staff and volunteers, prepping and serving meals and sharing conversations with the guests who make this community so special. The energy from our team was contagious. Everyone showed up excited, left with full hearts, and has been talking about it ever since. Thank you to the Women’s Lunch Place team for welcoming us and for the vital work you do every single day.
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November 2026
1 mins read
In The News
Election results make headlines. Fundamentals make portfolios. Our founde...
Election results make headlines. Fundamentals make portfolios. Our founder Paul Karger spoke with Financial Advisor Magazine about how TwinFocus is guiding clients after this week's midterms. His message: the election is "a speed bump; it's noise."
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Election results make headlines. Fundamentals make portfolios. Our founder Paul Karger spoke…
Election results make headlines. Fundamentals make portfolios. Our founder Paul Karger spoke with Financial Advisor Magazine about how TwinFocus is guiding clients after this week’s midterms. His message: the election is “a speed bump; it’s noise.” A few takeaways from the conversation: 🔹 Don’t restructure wealth plans or portfolios around election outcomes. Interest rates, earnings and other fundamentals matter far more than who controls Washington. 🔹 Paul remains bullish on equities, pointing to what he sees as a historic productivity boom. 🔹 With valuations elevated, diversification matters. Rather than making an all-in or all-out call on stocks, we’ve encouraged clients to trim at the margin. 🔹 Keep enough liquidity on hand to cover two to three years of living expenses, portfolio needs and capital calls. For families focused on intergenerational wealth transfer, taxes and estate planning, discipline through political cycles is what keeps long-term...
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October 2026
1 mins read
In The News
John Pantekidis was featured in Fortune’s latest look at how state tax poli...
John Pantekidis was featured in Fortune’s latest look at how state tax policy is shaping where the ultra-wealthy choose to live. The piece by Sydney Lake examines Jeff Bezos’s record $63 million sale of his Hunts Point home and his move to Miami, a move that came before Washington passed a new 9.9% tax on household income above $1 million, now facing a repeal vote on the Nov. 3 ballot.
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John Pantekidis was featured in Fortune’s latest look at how state tax…
John Pantekidis was featured in Fortune’s latest look at how state tax policy is shaping where the ultra-wealthy choose to live. The piece by Sydney Lake examines Jeff Bezos’s record $63 million sale of his Hunts Point home and his move to Miami, a move that came before Washington passed a new 9.9% tax on household income above $1 million, now facing a repeal vote on the Nov. 3 ballot. The article also revisits comments John previously shared with Fortune about why Florida, with no state income tax, has become attractive to ultrahigh-net-worth families. on why Florida, with no state income tax, has become so attractive to ultra-high-net-worth families, calling it “very cost effective for folks like Jeff to live down there.”
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October 2026
1 mins read
In The News
Michael Gibbons was featured in Chief Investment Officer (CIO) Magazine’s l...
Michael Gibbons was featured in Chief Investment Officer (CIO) Magazine’s latest article on what the Great Wealth Transfer means for endowments and foundations.
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Mike explains that the shift is about more than assets, calling it…
Mike explains that the shift is about more than assets, calling it “a transfer of decision making and values,” and describes how families often bring the next generation into wealth stewardship through private foundations and donor-advised funds. He also notes that younger donors are looking at the impact of their charitable dollars and how that impact can be measured, in addition to investment considerations.
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