In the latest episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger for an in-depth discussion on strategic portfolio management for ultra-high-net-worth investors.
In the latest episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger for an in-depth conversation on strategic portfolio management and the key considerations shaping investment decisions for ultra-high-net-worth investors.
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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October 2026
6 mins read
TwinFocus Insights
The Case for Japanese Equities - Revisited
The Case for Japanese Equities - Revisited
In November 2025, we outlined the case for an investment in Japanese…
In November 2025, we outlined the case for an investment in Japanese equities, arguing that Japan had evolved from a value trap to a more compelling long-term equity opportunity supported by improvements in company fundamentals, policy initiatives, and structural corporate governance reforms. Despite progress, return on equity and asset turnover remained well below developed market peers, suggesting the reform cycle was still in its early stages and fundamentals had room to improve further. In addition, though Japanese equities had outperformed the S&P 500 through Q3 2025, they lagged Europe and EM markets. Still, valuations remained attractive relative to global equity markets. We concluded that for long-term investors there was a case for a dedicated Japanese equity allocation as part of a fully invested, globally diversified portfolio. This note revisits that conclusion. The fundamental reform and valuation story remains in place....
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October 2026
1 mins read
In The News
John Pantekidis shared his take on private-placement life insurance (PPLI) ...
John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning.
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John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial…
John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning. PPLI gets a lot of buzz in wealthy-family circles, and it’s easy to see why. It offers tax-deferred growth, access to alternative investments, and a death benefit that beneficiaries generally receive income-tax free. But as Zoe Sagalow’s article points out, it isn’t right for everyone. John’s short version: “It could be a no-brainer using life insurance — but not necessarily PPLI products.”
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