February 2026In The NewsPaul Karger recently contributed to a Yahoo! Finance article, “4 Questions To Ask Your Financial Advisor in 2026.” Strong advisory relationships are built on clarity, alignment, and thoughtful dialogue, especially as tax rules, markets, and planning strategies evolve.Read More
February 2026In The NewsIn Family Wealth Report, Wes Karger explores how ultra-high-net-worth families are rethinking legacy and impact — using the Buffett family’s structure as a springboard for broader lessons on governance, intentional giving, and intergenerational planningRead More
February 2026In The NewsPaul Karger was recently published in Barron’s in a piece on how ultrawealthy families are evolving and what that means for family offices. The article also raises a broader question many ultrawealthy families consider around how they choose to allocate their time and resources.Read More
January 2026In The NewsIn Reuters’ recent article on the market implications of President Trump’s nomination of Kevin Warsh as the next Federal Reserve Chair, Paul Karger shares perspective on the issue of Federal Reserve independence and its relevance to markets and policy uncertainty.Read More
January 2026In The NewsUp more than 17% this year, gold isn’t rallying on speculation, it’s acting as insurance against rising policy uncertainty and global fragmentation. Paul Karger notes in Axios that investors are increasingly “calling bunk on currencies” as confidence in traditional safe havens fades.Read More
January 2026In The NewsIn a recent Family Wealth Report analysis, Paul Karger shares his insights on how proposed and enacted tax changes in states such as California and Massachusetts are influencing real-time decision-making among wealthy families. As family offices expand across borders and generations, mobility, structure, and operational efficiency are becoming strategic imperatives—not afterthoughts.Read More
