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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.

In The News

Paul Karger shares with InvestmentNews | In the Nasdaq how advisors can better address the complex needs of ultra-wealthy families — from designing customized investment strategies to navigating tax efficiency, concentrated wealth, and long-term legacy planning.
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