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
WealthManagement.com (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
WealthManagement.com (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
WealthManagement.com (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
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