TwinFocus News

Bloomberg (May 2023)
Paul Karger on Bloomberg radio

SiriusXM’s Wharton Business Daily (May 2023)


Bloomberg (May 2023)
New York’s Empty Office Buildings Lure Rich Families Hunting Bargains – Bloomberg

FON Magazine (February 2022):
Family Office Profile – Wes & Paul Karger

Business Insider (February 2022):
What I’ve Learned From Managing More Than $6 Billion in Assets

Celebrity Estates Podcast (January 2022):
DMX and Planning for Blended Families

Celebrity Estates Podcast (November 2021):
Elon Musk’s Charitable Limits With John Pantekidis

Campden FB (September 2021):
Families Embrace Sustainable ESG Investing as a Business Opportunity and a Family Value

Business Insider (May 2021):
The cofounder and the investing chief of a multi-billion dollar family office for the ultra-wealthy share 3 trades they’re making to protect clients’ portfolios from rising inflation — or thrive in spite of it

Business Insider (May 2021):
A billion-dollar money management firm says its clients make the most passive income from 3 sources

Campden FB (May 2021):
What have Joe Biden’s first 100 days meant for families?

Business Insider (May 2021):
More family offices are investing in crypto as millennial heirs take a seat at the table and banks hop on the Bitcoin bandwagon

FON Magazine (January 2021):
How the Structures of Family Offices Are Evolving to Meet the Growing Needs of the UHNW

Campden FB (January 2021):
What Will the Biden Tax Plan Mean for Wealthy Business Families?

Bloomberg (January 2021):
Adelson’s Empire Passes to Widow, With His Longtime Lieutenant in Charge

Bloomberg Tax (January 2021):
Tax Contagion: Funding Covid in the U.K.

Business Insider (November 2020):
How to nail your succession planning, and how that will change in the Biden era

Campden FB (October 2020):
Prudence Urged As Families Transfer Wealth Ahead Of The Biden Blue Wave

Bloomberg (October 2020):
Where to Invest $1 Million Right Now

CNBC (October 2020):
Here’s why rich kids could get hundreds of billions from their parents if Biden wins

Forbes (October 2020):
A Philanthropist’s Dilemma In The Post-COVID World: Creating The Biggest Impact

Citywealth (September 2020):
60 second interview with Jan Meyer, TwinFocus

Campden FB (September 2020):
Why Succession Planning In A Pandemic Is A Once-In-A-Generation Opportunity To Transfer Wealth

The New York Times (August 2020):
More Wealthy Families Are Throwing a Lifeline to Distressed Businesses

Bloomberg (July 2020):
Are Tax Havens Susceptible (Or Immune) To Covid?

Spear’s Magazine (July 2020):
The Spear’s Wealth Management Index 2020

Family Capital (May 2020):
A multi-family office winning business from single-family offices

National Real Estate Investor (March 2020):
For Some Family Offices, Now Is the “Buying Opportunity of a Century” When It Comes to CRE

Citywealth (March 2020):
TwinFocus hires Jan Meyer to lead multifamily office investment team in London

Campden FB (March 2020):
US to UK: Why the Karger brothers of TwinFocus Capital opened their second family office in London

Citywealth (March 2020):
Private islands, superyachts, art and the tax man

Forbes (January 2020):
Boomers Start Giving Children’s Inheritance To Charity

Funds Society [Spanish] (November 2019):
TwinFocus planea aumentar su presencia internacional y nombra director de Estrategia a Salvador Juncadella

POLITICO (November 2019):
Massachusetts Playbook – Opportunity Zones

Boston Business Journal (November 2019):
ZONED OUT: Opportunity Zones in Massachusetts are off to a slow start in attracting investors

FON Magazine (November 2019):
Tips for Raising Affluent Children in the Age of Google

Bloomberg [Spanish] (October 2019):
Aquí estamos para usted, dice TwinFocus a ricos de Latinoamérica

Forbes (August 2019):
Qualified Opportunity Funds: The Gift That Keeps On Giving

Citywealth (August 2019):
60 second interview with Andy Sams, TwinFocus

Spear’s Magazine (July 2019):
TwinFocus Capital’s ‘small revolution in wealth management’

National Real Estate Investor (July 2019):
Survey Shows Family Offices Falling Short on Due Diligence for CRE Deals

Financial Times (June 2019):
FT 300 list: the top US registered investment advisers in 2019

Investment Europe (June 2019):
TwinFocus appoints director of Wealth Planning (June 2019):
Preach ‘Exit Patience’ to Entrepreneurial Clients

Citywealth (June 2019):
TwinFocus Hires Director of Wealth Planning

Forbes (April 2019):
Qualified Opportunity Zones: Proceed With Caution

Citywealth (March 2019):
60 second interview with Harinder Hundle, TwinFocus

What Investment Magazine (March 2019):
Inheritance lessons from the rich and famous

The New York Times (February 2019):
When Private Fights Over Millions Become Public (Things Get Ugly)

Boston Business Journal (February 2019):
Boston wealth firm sees ‘Opportunity’ in real estate tax-relief program

Citywealth (February 2019):
TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services (February 2019):
Multi-Single-Family Offices Are the Future for UHNW Families

Business Wire (February 2019):
TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services

Business Wire (January 2019):
TwinFocus Advises on Markerstudy Acquisition of Co-op Insurance for £185m

The Sunday Times (January 2019):
The rich are preparing to leave Britain if Jeremy Corbyn gets into No 10

Bloomberg (December 2018):
Brits Are Property Rich. Jeremy Corbyn Wants a Piece of It, Adviser Warns

Forbes (November 2018):
Precision Options Strategies for the Ultra-High Net Worth Family Office

Bloomberg (November 2018):
Ultra-Rich on Edge as Brexit Chaos Boosts Odds of Corbyn’s Rise

FT Adviser (November 2018):
Diary of an Adviser: Harinder Hundle

International Investment (October 2018):
Boston UHNWI specialist opens London office

Forbes (October 2018):
Tax Benefits Of The Opportunity Zone Program For HNWIs

Family Wealth Report (October 2018):
US Multi-Family Office Opens London Operation

Press Release (October 2018):
TwinFocus Opens London Office to Expand Opportunities for Global Ultra-High-Net-Worth Professional Investors and their Families

Forbes (September 2018):
Options Strategies For The Ultra-High Net Worth Family Balance Sheet

American Inno (August 2018):
Wealth Manager Talks About Family Office’s Hidden Stash for Startups

Forbes (August 2018):
Ultra-High Net Worth Need Advisors Who Know How Investments And Taxes Interact

Bloomberg (May 2018):
How to Invest in Hedge Funds and Pay No Taxes

Bloomberg (May 2018):
Here’s How Much Money You Need for Bankers to Think You’re Rich

Financial Advisor HQ (May 2018):
Top FAs Reveal Keys to Keeping Millennial Business (March 2018):
High Single Family Office Threshold Pushes Clients to Multi-Family Model

National Real Estate Investor (February 2018):
What’s the CRE Strategy for Ultra-High-Net-Worth Investors? An Investment Manager’s Outlook

Market Watch  (February 2018):
Here’s what Super Bowl LII players can teach you about not blowing a salary bonus

Financial Advisor IQ  (January 2018):
Why Munis Won’t Matter Anymore to Many HNW Clients

Financial Advisor IQ  (January 2018):
FAs Warn HNW Clients: Key Tax Exemptions End for Munis

CampdenFB (October 2017):
Preserving Family Wealth: Educating children and preparing for their new spouse

Financial Times (June 2017):
FT 300: full list of top US registered investment advisors

Financial Times (June 2017):
Top advisers pull their clients’ investments out of hedge funds

Bloomberg Family Office Report (June 2017):
How Philanthropy Can Turn the Younger Generation Into Wealth Managers (Page 16)

Forbes (June 2017):
Getting To Know You Tuesday: John Pantekidis

Family Wealth Report (March 2017):
The US as a haven for the UHNW foreign family – Friend of Foe?

VentureBeat (March 2017):
Family money: An emerging funding source startups

Techcrunch (December 2016):
The rise of the family office venture investor

Portfolio News

CNBC (May 2019):
Here’s how the plant-based food market may evolve

Cheddar (May 2019):
Purple Carrot Customer Experience Will Be the Same, ‘If Not Better,’ After Acquisition

MedTech Boston (March 2019):
Keep Digital Health Innovations Simple

Bloomberg (October 2018):
The Startup That Got a Boost From Tom Brady

Bloomberg (May 2018):
Tom Brady’s Vegan Meal-Kit Maker Gets Del Monte Capital Infusion

The Telegraph (January 2018):
Exclusive: UFC pioneer Marshall Zelaznik appointed CEO of Glory, world’s leading kickboxing fight league

Entrepreneur (December 2017):
How This Meal Kit Company Fulfills Its Mission by Putting Other Companies in the Spotlight

Food Dive (October 2017):
Struggling to make money, meal kit companies are hungry for change

Austin America Statesman (October 2017):
H-E-B is making meal kits, but are they any good?

SportsPro Media (October 2017):
Striking for Glory with kickboxing’s biggest promotion

Forbes (October 2017):
UFC And Glory Kickboxing Sign Exclusive Streaming Deal For Pay-Per-View Special

Press Release (December 2016):
Promontory Point landfill could begin operations by mid-2017

Press Release (September 2016):
Promontory landfill moves closer to fruition

Press Release (September 2016):
Yao Capital and Liberty Global Conclude Strategic Investment in GLORY

Variety (September 2016):
Yao Ming, Liberty Global Invest in Kickboxing’s Glory Sports

Press Release (August 2016):
Zillion® Secures $28 Million in Series C Financing

HIT Consultant (August 2016):
Zillion Nabs $28M to Expand Digital Patient Engagement Platform

MedCityNews – Zillion CEO (August 2016):
Engagement is the most over-used and under-delivered word in healthcare