Wes Karger was recently featured in Financial Planning discussing the potential benefits and drawbacks of borrowing against fine art as a liquidity strategy for ultra-high-net-worth clients. In "The Art of Borrowing Against a Picasso," Wes explains that while art-secured lending can be a useful tool in certain situations, it's rarely the first option:
"It's last on our list in terms of a strategy that would be feasible for a client, and the reason for that is art lending is very expensive in terms of specialty lending practices."
John Pantekidis, was featured in Financial Planning’s latest piece on what ...
John Pantekidis, was featured in Financial Planning’s latest piece on what Florida’s expanded homestead exemption means for families considering a move.
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John Pantekidis, was featured in Financial Planning’s latest piece on what Florida’s…
John Pantekidis, was featured in Financial Planning’s latest piece on what Florida’s expanded homestead exemption means for families considering a move. John’s key point: relocating isn’t enough. You also need to establish domicile and document it, including time spent in both your new and former states.
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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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