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States are more aggressively going after the wealth of their former residents, including proceeds from stock transactions, advisors say.

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From a bold idea to a global multi-family office managing over $10 billion for families around the world. TwinFocus was built on hustle, heart, and an unshakable belief in doing things differently. Every client relationship and milestone has been earned through hardwork, sound judgment, and a commitment to helping families navigate generational wealth with discipline and discretion. Here is to 19 years of impact - and the Road Ahead.

TwinFocus Updates

This week, we enjoyed being a part of the Corey C. Griffin Foundation Field Day 2025. It was a day full of games and laughter – and also making memories that will last a lifetime with Corey’s Kids. It’s an honor to spend time with such an inspiring group and contribute to a cause that brings so much happiness to so many! Thank you to the Corey C. Griffin Foundation for hosting this amazing event and for all the work you do to create a brighter future for the kids and families involved.

TwinFocus Updates

We were honored to welcome Kelly Young, CEO of Acadian Asset Management, to speak with our TwinFocus Women's Engagement Group on Monday. Kelly shared her inspiring career journey, reminding us that some of the most rewarding opportunities often arise from unexpected, serendipitous moments.

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Barron’s sits down with Paul Karger and John Pantekidis to unpack the complex narrative surrounding the Commonwealth’s new tax on high earners.
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