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John Pantekidis, CFA, JD, discusses how ultra–high-net-worth families can navigate complex estate planning decisions in MarketWatch — balancing tax efficiency, longevity, and multigenerational wealth.

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CoreyFest 2025 was unforgettable with 2,000+ fans, incredible performances and a record $2.2 million raised to help Corey’s Kids. We were so proud to be supporters of The Corey C. Griffin Foundation, whose mission is to improve the lives of youth through high-impact partnerships!

In The News

John Pantekidis, CFA, JD, discusses how ultra–high-net-worth families can navigate complex estate planning decisions in MarketWatch — balancing tax efficiency, longevity, and multigenerational wealth.

In The News

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 News

In our latest spotlight in Financial Advisor Magazine, we unpack the common pitfalls even high-net-worth individuals fall into — and how to steer clear of them. At TwinFocus, we believe the strongest portfolios are built on humility, discipline, and foresight.
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