In The News

Conversation starters and thought provokers

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.

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…

October 2026 1 mins read

Michael Gibbons was featured in Chief Investment Officer (CIO) Magazine’s latest article on what the Great Wealth Transfer means for endowments and foundations.

Mike explains that the shift is about more than assets, calling it “a transfer of decision making and values,” and describes how families often bring the next generation into wealth…

October 2026 1 mins read

The Case for Japanese Equities – Revisited

In November 2025, we outlined the case for an investment in Japanese equities, arguing that Japan had evolved from a value trap to a more compelling long-term equity opportunity supported…

October 2026 6 mins read

John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning.

John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning. PPLI gets a lot of buzz in wealthy-family circles, and it’s easy to see why. It offers…

October 2026 1 mins read

We’re proud to see our own John Pantekidis, General Counsel and Managing Partner, quoted in American Banker this week!

Zoe Sagalow’s piece takes a look at private-placement life insurance (PPLI): when it can work, when it can’t, and why the answer depends so much on the client. John’s take…

October 2026 1 mins read

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Disclaimer

The content above is for informational purposes only and should not be construed as investment, legal, or tax advice, or as a recommendation of any specific security or strategy. Any views expressed are as of the date of publication and are subject to change. References to third-party publications or media appearances are for informational purposes only and do not constitute an endorsement of TwinFocus or its services. Investing involves risk, including possible loss of principal.

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