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# TwinFocus

TwinFocus is the premier multi-family office for ultra-high net worth families, entrepreneurs, institutions, and professional investors.

## Sitemaps

- [XML Sitemap](https://twinfocus.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Hello world!](https://twinfocus.com/hello-world/) - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

## Pages

- [Home](https://twinfocus.com/)
- [Who We Are](https://twinfocus.com/who-we-are/)
- [Culture & Careers](https://twinfocus.com/who-we-are/culture-careers/)
- [Disclosures](https://twinfocus.com/disclosures/)
- [Family Office Management](https://twinfocus.com/what-we-do/family-office-management/)
- [What We Do](https://twinfocus.com/what-we-do/)
- [News & Insights](https://twinfocus.com/news-insights/)
- [Contact Us](https://twinfocus.com/contact-us/)
- [News & Insights v2](https://twinfocus.com/news-insights-v2/)
- [Making a Difference](https://twinfocus.com/why/making-a-difference/)
- [Speakers](https://twinfocus.com/speakers/)
- [Privacy Policy](https://twinfocus.com/privacy-policy/) - DISCLAIMERS Twin Focus Capital Partners, LLC (“Twin Focus”) is an SEC registered investment adviser located in the Commonwealth of Massachusetts. Twin Focus and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which Twin Focus maintains clients. Twin Focus may only transact business
- [News & Insights](https://twinfocus.com/news-insights-old/)
- [Faqs](https://twinfocus.com/faqs/)
- [news test](https://twinfocus.com/news-test/)
- [TF Realty](https://twinfocus.com/what-we-do-real-estate-advisory/)
- [Why We're Different](https://twinfocus.com/why/)
- [Real Estate Advisory](https://twinfocus.com/what-we-do/real-estate-advisory/)
- [Direct Investments](https://twinfocus.com/what-we-do/direct-investments/)
- [Investment Services](https://twinfocus.com/what-we-do/investment-services/)
- [Responsible Investing](https://twinfocus.com/what-we-do/responsible-investing/)
- [M&A Advisory](https://twinfocus.com/what-we-do/ma-advisory/)
- [Meetings](https://twinfocus.com/meetings/)
- [Module Guide](https://twinfocus.com/module-guide/)

## News & Insights

- [Paul Karger was recently featured on the Celebrity Estates podcast from Wealth Management / Trusts & Estates, hosted by Senior Editor David Lenok.](https://twinfocus.com/article/paul-karger-was-recently-featured-on-the-celebrity-estates-podcast-from-wealth-management-trusts-estates-hosted-by-senior-editor-david-lenok/) - A few things Paul said that stood out: Prenups aren't just a "what if the marriage ends" document. Paul makes the case that the real value is in the clarity they force early on, getting both partners' financial expectations, family obligations, and future plans on the table while everyone is still on the same page.
- [To Raise or Not to Raise, A "Hawkish Hold"](https://twinfocus.com/article/to-raise-or-not-to-raise-a-hawkish-hold/) - The Federal Open Market Committee left the federal funds rate unchanged at its July meeting, delivering the hawkish hold that markets had largely anticipated. However, the market reaction implies the story is more nuanced than the headlines suggest. The Fed Decision While the vote was more hawkish than expected, with three of the nine committee
- [Paul Karger was recently featured in Bloomberg's quarterly "Where to Invest $100,000" series — one of the publication's most widely read investor education features.](https://twinfocus.com/article/paul-karger-was-recently-featured-in-bloombergs-quarterly-where-to-invest-100000-series-one-of-the-publications-most-widely-read-investor-education-features/) - Paul Karger was recently featured in Bloomberg's quarterly "Where to Invest $100,000" series — one of the publication's most widely read investor education features. In the piece, Paul shares his perspective on navigating today's complex market environment, outlining a barbell allocation framework designed to balance long-term growth exposure with meaningful diversification. Some of the themes
- [It was a scorcher today, so the TwinFocus Women's Engagement Group executed a strategic ice cream run near the office.](https://twinfocus.com/article/it-was-a-scorcher-today-so-the-twinfocus-womens-engagement-group-executed-a-strategic-ice-cream-run-near-the-office/) - It was a scorcher today, so the TwinFocus Women's Engagement Group executed a strategic ice cream run near the office. A small break, a well-earned treat, and some good company on a very hot day. Check out the photo 👇
- [TwinFocus Co-Founder and Managing Partner Wes Karger is featured in Cheryl Winokur Munk’s piece in Barron's Advisor, “Why Some Rich Families are Trading the Hamptons for Safaris this Summer.”](https://twinfocus.com/article/twinfocus-co-founder-and-managing-partner-wes-karger-is-featured-in-cheryl-winokur-munks-piece-in-barrons-advisor-why-some-rich-families-are-trading-the-hamptons-for-safaris-this/) - In the article, Wes discusses an emerging trend among ultra-high-net-worth families: choosing remote, immersive travel experiences over traditional luxury destinations. Rather than simply escaping to familiar vacation spots, many families are seeking meaningful adventures that encourage genuine connection, presence, and time away from the constant demands of digital life. By disconnecting from the distractions of
- [Resilience isn't taught in a textbook. Sometimes it's learned on a mat, in a gym, in a community that refuses to give up on its young people.](https://twinfocus.com/article/resilience-isnt-taught-in-a-textbook-sometimes-its-learned-on-a-mat-in-a-gym-in-a-community-that-refuses-to-give-up-on-its-young-people/) - Resilience isn't taught in a textbook. Sometimes it's learned on a mat, in a gym, in a community that refuses to give up on its young people. That's the world Level Ground has built in Dorchester, and TwinFocus is proud and excited to support them as part of our 20th anniversary campaign, "20 Years of Trust, Impact,
- [Research Note: Gold's Surge Revisited](https://twinfocus.com/article/research-note-golds-surge-revisited/) - Following one of the strongest multi-year advances in its history, gold has entered a period of correction. This naturally raises the question: has the fundamental investment case for holding gold changed, or does the decline simply reflect a repricing of short-term expectations? The price of gold appears to respond to several factors operating over different
- [Private aviation is one of the most misunderstood corners of family office planning — and the rules just changed again.](https://twinfocus.com/article/private-aviation-is-one-of-the-most-misunderstood-corners-of-family-office-planning-and-the-rules-just-changed-again/) - In our latest TF Insights video, Brett Feldman (Director, Family Office Management at TwinFocus) sits down with Anthony Tivnan (Founder & President of Magellan Jets) to break down how ultra-high-net-worth families should actually think about flying private. Whether you're evaluating your first jet card or reconsidering ownership in light of the new tax landscape, this
- [Paul Karger, Co-Founder and Managing Partner of TwinFocus, recently joined the In the Harbor podcast for a wide-ranging conversation on the challenges and opportunities facing ultra-high-net-worth families today.](https://twinfocus.com/article/paul-karger-co-founder-and-managing-partner-of-twinfocus-recently-joined-the-in-the-harbor-podcast-for-a-wide-ranging-conversation-on-the-challenges-and-opportunities-facing-ultra-high-net-worth-fam/) - Paul Karger, Co-Founder and Managing Partner of TwinFocus, recently joined the In the Harbor podcast for a wide-ranging conversation on the challenges and opportunities facing ultra-high-net-worth families today. In this episode, Paul and the hosts explore: Why families in Massachusetts and New York are evaluating relocation to Florida and New Hampshire — and how the
- [Managing Partner Paul Karger recently joined Ricardo Rodriguez on Tequila Chats to discuss entrepreneurship, leadership, and wealth management.](https://twinfocus.com/article/managing-partner-paul-karger-recently-joined-ricardo-rodriguez-on-tequila-chats-to-discuss-entrepreneurship-leadership-and-wealth-management/) - Managing Partner Paul Karger recently joined Ricardo Rodriguez on Tequila Chats to discuss entrepreneurship, leadership, and wealth management. https://www.youtube.com/watch?v=l1JDE8bAV5Y&feature=youtu.be [This interview was originally recorded and published by a third party. Neither TwinFocus Capital Partners, LLC ("TwinFocus") nor Managing Partner Paul Karger compensated the interviewer or producer for this interview, and Paul Karger did not receive compensation for participating.
- [The First Trillionaire: What History Actually Tells Us](https://twinfocus.com/article/the-first-trillionaire-what-history-actually-tells-us/) - Elon Musk has become the world's first trillionaire following SpaceX's record-breaking IPO. The headlines have covered the number, our latest white paper at TwinFocus asks the harder questions: what does a fortune of this scale actually mean in practice, what does history really tell us about precedent, and what might it mean for how private wealth,
- [Every child in Boston deserves exceptional healthcare. Not just the ones with the right insurance. Every child.](https://twinfocus.com/article/every-child-in-boston-deserves-exceptional-healthcare-not-just-the-ones-with-the-right-insurance-every-child/) - Every child in Boston deserves exceptional healthcare. Not just the ones with the right insurance. Every child. That's the founding conviction of Boston Community Pediatrics (BCP), and it's why TwinFocus is so excited to support the work they are doing as part of our 20th anniversary campaign, 20 Years of Trust, Impact, and Gratitude.
- [Latin America: El Dorado or Investor no-go?](https://twinfocus.com/article/latin-america-ed-dorado-or-investor-no-go/) - Executive Summary We have written a number of pieces on the broad macroeconomic implications of the shift from a unipolar world, where the terms of trade, finance and politics are largely determined by the U.S., to a multipolar world, marked by rising U.S./China competition, resource nationalism, a restructuring of supply chains and manufacturing bases. These
- [TwinFocus was honored to sponsor the “What a Dream!” Gala 2026 in support of the Commonwealth Shakespeare Company, and what an extraordinary evening it was. As we celebrate 20 years of Trust, Impact & Gratitude, we’re proud to support organizations that enrich our communities and create lasting impact. Sponsoring CSC's unforgettable evening was a true reflection of that commitment.](https://twinfocus.com/article/twinfocus-was-honored-to-sponsor-the-what-a-dream-gala-2026-in-support-of-the-commonwealth-shakespeare-company-and-what-an-extraordinary-evening-it-was-as-we-celebrate-20-years-of/) - TwinFocus was honored to sponsor the “What a Dream!” Gala 2026 in support of the Commonwealth Shakespeare Company, and what an extraordinary evening it was. As we celebrate 20 years of Trust, Impact & Gratitude, we’re proud to support organizations that enrich our communities and create lasting impact. Sponsoring CSC's unforgettable evening was a true reflection of that commitment.
- [TwinFocus was proud to sponsor the Corey C. Griffin Foundation at Corey's Kids Field Day in Dorchester Park!](https://twinfocus.com/article/twinfocus-was-proud-to-sponsor-the-corey-c-griffin-foundation-at-coreys-kids-field-day-in-dorchester-park/) - Smiles, laughter, and nonstop fun… that's what filled Dorchester Park at Corey's Kids Field Day! 🏅 TwinFocus was proud to sponsor the Corey C. Griffin Foundation, and even prouder to see our team show up, not just in name, but in spirit. Our employees rolled up their sleeves and gave their time, their energy, and plenty of
- [TwinFocus is proud to support the Boston Children's Museum Wonder Ball.](https://twinfocus.com/article/twinfocus-is-proud-to-support-the-boston-childrens-museum-wonder-ball/) - This year's Wonder Ball holds special significance. The 2026 event honors Carole Charnow, the Museum's retiring President and CEO, celebrating 16 years of extraordinary leadership and a career dedicated to making Boston Children's Museum one of the most influential children's museums in the world. At TwinFocus, we believe that a thriving community invests in its
- [Markets are sending mixed signals, and investors are taking notice. Paul Karger was featured in Reuters this week, sharing his perspective on the tension facing investors right now: strong earnings and AI optimism on one side, rising inflation and geopolitical risk on the other.](https://twinfocus.com/article/markets-are-sending-mixed-signals-and-investors-are-taking-notice-paul-karger-was-featured-in-reuters-this-week-sharing-his-perspective-on-the-tension-facing-investors-right-now-strong-earnings-an/)
- [Paul Karger recently joined Yahoo! Finance to share his perspective on portfolio diversification in today’s AI and energy-driven market environment.](https://twinfocus.com/article/paul-karger-recently-joined-yahoo-finance-to-share-his-perspective-on-portfolio-diversification-in-todays-ai-and-energy-driven-market-environment/)
- [Paul Karger was recently featured in Banker & Tradesman, sharing his perspective on the evolving Opportunity Zone landscape under OZ 2.0](https://twinfocus.com/article/paul-karger-was-recently-featured-in-banker-tradesman-sharing-his-perspective-on-the-evolving-opportunity-zone-landscape-under-oz-2-0/)
- [How does a multifamily office stay disciplined in private equity when everyone is chasing the same deals?  Paul Karger sat down with Buyouts Insider this week to share a three-lens framework for every investment, manager selection over market timing and a systematic approach to illiquidity.](https://twinfocus.com/article/how-does-a-multifamily-office-stay-disciplined-in-private-equity-when-everyone-is-chasing-the-same-deals-paul-karger-sat-down-with-buyouts-insider-this-week-to-share-a-three-lens-framework-for-every/)
- [We're honored to be featured in Financial Advisor Magazine as we continue our year-long celebration of TwinFocus's 20th anniversary. Our "20 for 20" initiative is well underway, supporting 20 Boston-area nonprofits across education, healthcare, arts & culture, and economic opportunity through financial contributions, employee volunteerism, and amplifying their missions. As Co-founder Wes Karger shared: "This anniversary is about more than looking back. It's about recognizing the responsibility that comes with longevity."](https://twinfocus.com/article/were-honored-to-be-featured-in-financial-advisor-magazine-as-we-continue-our-year-long-celebration-of-twinfocuss-20th-anniversary-our-20-for-20-initiative-is-well-underway-supporting-20-bost/)
- [We were so pleased to welcome Mary-Laura Greely to our TwinFocus Women’s Engagement Lunch on Tuesday. Now a longstanding Partner at Pierce Atwood LLP, Mary-Laura shared with us her journey as a lawyer rising through the ranks to achieve great success. She gave us instrumental advice on resilience and persistence - and how to strive for balance as a female executive, mother and wife juggling personal and professional demands.](https://twinfocus.com/article/we-were-so-pleased-to-welcome-mary-laura-greely-to-our-twinfocus-womens-engagement-lunch-on-tuesday-now-a-longstanding-partner-at-pierce-atwood-llp-mary-laura-shared-with-us-her-journey-as/)
- [TwinFocus sponsored a magical evening this month at the Arden Party in support of Commonwealth Shakespeare Company’s 2025 As You Like It production, featuring performances, dinner, and dancing. What a celebration to bring this beloved Boston tradition to life!](https://twinfocus.com/article/twinfocus-sponsored-a-magical-evening-this-month-at-the-arden-party-in-support-of-commonwealth-shakespeare-companys-2025-as-you-like-it-production-featuring-performances-dinner-and-dancing/) - TwinFocus was proud to sponsor a memorable evening at the Arden Party in support of Commonwealth Shakespeare Company’s 2025 production of As You Like It. With live performances, dinner, and dancing, the event was a wonderful celebration of the arts and a cherished summer tradition in Boston.
- [TwinFocus was proud sponsor the Waltham Boys and Girls Club at their 2025 Gala and Auction last week. We fully support their mission to inspire and enable young people to realize their full potential as productive, responsible and caring citizens of the world.](https://twinfocus.com/article/twinfocus-was-proud-sponsor-the-waltham-boys-and-girls-club-at-their-2025-gala-and-auction-last-week-we-fully-support-their-mission-to-inspire-and-enable-young-people-to-realize-their-full-potential/) - TwinFocus was proud to sponsor the recent gala and auction benefiting the Waltham Boys & Girls Club. We are honored to support their mission to inspire and empower young people to reach their full potential as productive, responsible, and caring members of the community.
- [We were honored to welcome renowned thought leaders to our annual The World in Focus with TwinFocus conference in Boston.](https://twinfocus.com/article/we-were-honored-to-welcome-renowned-thought-leaders-to-our-annual-the-world-in-focus-with-twinfocus-conference-on-monday-in-boston-who-shared-their-deep-insights-and-explored-topics-such-as-securing/) - We were honored to host distinguished thought leaders at our annual World in Focus with TwinFocus conference in Boston, bringing together diverse perspectives and timely insights on the global forces shaping markets, economies, and investment strategy.
- [We were honored to welcome Kelly Young, CEO of Acadian Asset Management, to speak with our TwinFocus Women's Engagement Group on Monday. Kelly shared her inspiring career journey, reminding us that some of the most rewarding opportunities often arise from unexpected, serendipitous moments.](https://twinfocus.com/article/we-were-honored-to-welcome-kelly-young-ceo-of-acadian-asset-management-to-speak-with-our-twinfocus-womens-engagement-group-on-monday-kelly-shared-her-inspiring-career-journey-reminding-us-that-s/) - The TwinFocus Women’s Engagement Group was honored to welcome Kelly Young, CEO of Acadian Asset Management. She shared her inspiring career journey and reflected on how some of the most meaningful opportunities often emerge from unexpected, serendipitous moments.
- [A big shoutout to our incredible team members who volunteered their time to serve meals at the Women’s Lunch Place—a safe, welcoming day shelter for women experiencing homelessness or poverty. Your generosity, compassion, and commitment to giving back makes us proud!](https://twinfocus.com/article/a-big-shoutout-to-our-incredible-team-members-who-volunteered-their-time-to-serve-meals-at-the-womens-lunch-place-a-safe-welcoming-day-shelter-for-women-experiencing-homelessness-or/) - Proud moments come from purposeful action. This week, our team partnered with Women’s Lunch Place to serve meals and support women experiencing homelessness or poverty. Their compassion and commitment to giving back reflect the heart of our culture and the impact we strive to make beyond the workplace.
- [We were proud to spend the day volunteering with Cradles to Crayons, an incredible organization dedicated to providing essential items, and school supplies, to children living in homelessness, poverty, or low-income situations. At TwinFocus, we believe in giving back to the communities where we live and work, and this experience was a meaningful reminder of the impact we can make when we come together!](https://twinfocus.com/article/we-were-proud-to-spend-the-day-volunteering-with-cradles-to-crayons-an-incredible-organization-dedicated-to-providing-essential-items-and-school-supplies-to-children-living-in-homelessness-poverty/) - We were proud to spend the day volunteering with Cradles to Crayons, an inspiring organization that provides essential clothing, school supplies, and everyday items to children facing homelessness or living in low-income situations. At TwinFocus, giving back to the communities where we live and work is a core value—and this experience was a meaningful reminder of the impact we can make when we come together.
- [The TwinFocus Women’s Engagement Group had the distinct honor of welcoming Maryann Bruce as our special guest. Maryann brought more than just an impressive résumé of executive leadership — she brought authenticity, wisdom, and a story of true resilience.](https://twinfocus.com/article/the-twinfocus-womens-engagement-group-had-the-distinct-honor-of-welcoming-maryann-bruce-as-our-special-guest-maryann-brought-more-than-just-an-impressive-resume-of-executive-leadership/) - The TwinFocus Women’s Engagement Group was honored to welcome Maryann Bruce as a special guest. Bringing not only a distinguished record of executive leadership but also authenticity, perspective, and a powerful story of resilience, she inspired a thoughtful and meaningful conversation on leadership, growth, and perseverance.
- [As we mark 20 Years of Trust, Impact & Gratitude, TwinFocus was proud to sponsor MassArt's 38th Annual Benefit Art Auction](https://twinfocus.com/article/as-we-mark-20-years-of-trust-impact-gratitude-twinfocus-was-proud-to-sponsor-massarts-38th-annual-benefit-art-auction/)
- [CoreyFest 2025 was unforgettable with 2,000+ fans, incredible performances and a record $2.2 million raised to help Corey’s Kids.](https://twinfocus.com/article/coreyfest-2025-was-unforgettable-with-2000-fans-incredible-performances-and-a-record-2-2-million-raised-to-help-coreys-kids-we-were-so-proud-to-be-supporters-of-the-corey-c-griffin-foun/) - We were so proud to be supporters of The Corey C. Griffin Foundation, whose mission is to improve the lives of youth through high-impact partnerships!
- [TwinFocus is proud to support Bridge Boston Charter School](https://twinfocus.com/article/every-child-deserves-a-great-education-not-just-the-ones-born-into-the-right-zip-code-or-the-right-circumstances-thats-the-conviction-at-the-heart-of-bridge-boston-charter-school-and-it/) - Every child deserves a great education. Not just the ones born into the right zip code or the right circumstances. That's the conviction at the heart of Bridge Boston Charter School — and it's why TwinFocus is proud to support them as part of our 20th anniversary campaign, "20 Years of Trust, Impact, and Gratitude.”
- [TwinFocus is featured in Venture Capital Journal, where co-founder and Managing Partner Paul Karger shares his perspective on venture capital and private markets investing.](https://twinfocus.com/article/twinfocus-is-featured-in-venture-capital-journal-where-co-founder-and-managing-partner-paul-karger-shares-his-perspective-on-venture-capital-and-private-markets-investing/)
- [TwinFocus was proud to sponsor the Commonwealth Shakespeare Company's "What a Dream!" Gala 2026](https://twinfocus.com/article/twinfocus-was-proud-to-sponsor-the-commonwealth-shakespeare-companys-what-a-dream-gala-2026-on-saturday-april-11-an-extraordinary-evening-celebrating-30-years-of-free-shakespeare-on-the-commo-2/) - TwinFocus was proud to sponsor the Commonwealth Shakespeare Company's "What a Dream!" Gala 2026 on Saturday, April 11, an extraordinary evening celebrating 30 years of Free Shakespeare on the Common in Boston. We're honored to stand alongside a community of patrons, artists, and civic leaders in supporting this milestone anniversary season.
- [In 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 planning](https://twinfocus.com/article/in-family-wealth-report-wes-karger-explores-how-ultra-high-net-worth-families-are-rethinking-legacy-and-impact-using-the-buffett-familys-structure-as-a-springboard-for-broader-less/) - In Family Wealth Report, Wes Karger explores how ultra-high-net-worth families are rethinking legacy and impact—using the philanthropic and governance structure of the Buffett family as a springboard for broader lessons on intentional giving, family governance, and thoughtful intergenerational planning.
- [John Pantekidis, Managing Partner of TwinFocus, speaks with Dr. Leah Beasley of Beasley College Consulting to discuss the college admissions landscape.](https://twinfocus.com/article/john-pantekidis-sat-down-with-dr-leah-beasley-wojick-president-of-beasley-college-consulting-to-discuss-what-truly-drives-success-in-todays-college-admissions-landscape-and-how-families-can/) - John Pantekidis, Managing Partner of TwinFocus recently hosted a video conversation with Dr. Leah Beasley of Beasley College Consulting to discuss what truly drives success in today’s college admissions landscape.
- [“Private Credit BDCs: Gradually, Then Suddenly"](https://twinfocus.com/article/private-credit-bdcs-gradually-then-suddenly/) - Introduction Private credit, more precisely large non-listed BDCs, are in the headlines. These structures provide access to private credit, previously limited to institutions and HNW individuals, and tout yields of 10% or more in a liquid interval fund format. After nearly a decade of delivering as promised, a series of subprime defaults and concerns about
- [From Unipolar to Multipolar: The Investment Implications](https://twinfocus.com/article/from-unipolar-to-multipolar-the-investment-implications/) - From Unipolar to Multipolar: The Investment Implications While we cannot predict an end date to the current conflict in the Middle East, we believe the actions of the US and its “friends” in this war thus far mark the break between the end of a unipolar world and the beginning of a multipolar one. Executive
- [From the TwinFocus family to yours—happy holidays!](https://twinfocus.com/article/from-the-twinfocus-family-to-yours-happy-holidays/) - As the year comes to a close, we want to take a moment to thank our clients, partners, and friends across our community for making 2025 such a meaningful and successful year. Your trust, collaboration, and shared commitment to excellence inspire everything we do. Most importantly, we are deeply grateful to our incredible team. Your
- [We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful Big Sky, Montana — bringing together clients and friends for a few memorable days in the mountains.](https://twinfocus.com/article/we-were-thrilled-to-host-this-years-twinfocus-alpine-summit-in-beautiful-big-sky-montana-bringing-together-clients-and-friends-for-a-few-memorable-days-in-the-mountains/) - We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful Big Sky, Montana — bringing together clients and friends for a few memorable days in the mountains. We’re truly grateful that so many of you chose to spend your time with us and be part of this special gathering. The Summit was filled with great conversations, fresh mountain air, and unforgettable runs on the slopes. Moments like these remind us how valuable it is to step away from the day-to-day, connect in person, and share experiences together. Thank you to everyone who joined us and helped make the 2026 TwinFocus Alpine Summit such a success. We’re already looking forward to the next one!
- [2025 Alpine Summit](https://twinfocus.com/article/last-week-we-had-the-pleasure-of-hosting-the-annual-twinfocus-alpine-summit-in-jackson-hole-wyoming-we-are-incredibly-grateful-to-our-community-of-clients-general-partners-and-friends-whose-pres/) - We were proud to host our Annual TwinFocus Alpine Summit in Jackson Hole, and are grateful to the clients, general partners, and friends whose engagement made the week so meaningful. The summit featured special guest insights from Chris Sununu, Steve Jang, and Dean Kamen, sparking thoughtful discussion and connection throughout the event. We’re thrilled that new relationships were formed, existing ones strengthened, and we’re already looking ahead to the 2026 Alpine Summit.
- [20 Years of Trust, Impact & Gratitude](https://twinfocus.com/article/20-years-of-trust-impact-gratitude/) - Twenty years ago, we set out to build a firm grounded in trust, integrity, and long-term relationships. What we’re most proud of today is not just our growth, but the strong partnerships we’ve built with our clients, our employees, and our community.
- [TwinFocus is proud to announce our support of Commonwealth Shakespeare Company (CSC)](https://twinfocus.com/article/twinfocus-is-proud-to-announce-our-support-of-commonwealth-shakespeare-company-csc/) - As we celebrate 20 years of Trust, Impact & Gratitude, TwinFocus is proud to announce our support of Commonwealth Shakespeare Company (CSC) — one of Boston's most cherished cultural institutions. This milestone year has given us the opportunity to reflect on what matters most: the relationships we've built, the communities we're part of, and the
- [Paul Karger joins Julie Hyman on Yahoo! Finance to discuss the potential impact of Federal Reserve rate cuts on mortgage markets and broader credit conditions, and to share his latest thoughts on our market outlook more broadly.](https://twinfocus.com/article/paul-karger-joins-julie-hyman-on-yahoo-finance-to-discuss-the-potential-impact-of-federal-reserve-rate-cuts-on-mortgage-markets-and-broader-credit-conditions-and-to-share-his-latest-thoughts-on-our/) - TwinFocus Co-founder and Managing Partner Paul Karger speaks with Market Catalysts host Julie Hyman about the state of private credit, US Treasuries (^TYX, ^TNX, ^FVX), mortgage rates, and the inflation scenario over whether the Fed cuts rates or not at its December FOMC meeting next week.
- [In the latest episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger for an in-depth discussion on strategic portfolio management for ultra-high-net-worth investors.](https://twinfocus.com/article/in-the-latest-episode-of-the-money-path-host-todd-m-schoenberger-sits-down-with-paul-karger-for-an-in-depth-discussion-on-strategic-portfolio-management-for-ultra-high-net-worth-investors/) - In the latest episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger for an in-depth conversation on strategic portfolio management and the key considerations shaping investment decisions for ultra-high-net-worth investors.
- [Paul Karger shares with InvestmentNews | In the Nasdaq  how advisors can better address the complex needs of ultra-wealthy families — from designing customized investment strategies to navigating tax efficiency, concentrated wealth, and long-term legacy planning.](https://twinfocus.com/article/paul-karger-shares-with-investmentnews-in-the-nasdaq-how-advisors-can-better-address-the-complex-needs-of-ultra-wealthy-families-from-designing-customized-investment-strategies-to-navigat/) - In a recent feature by InvestmentNews, Paul Karger shares how advisors can better serve ultra-wealthy families—from building highly customized investment strategies to addressing tax efficiency, managing concentrated positions such as those in the Nasdaq, and supporting long-term legacy planning.
- [Paul Karger discusses the complexities of maintaining a cash cushion in retirement and strategies for diversifying assets to protect against market downturns in MarketWatch Moneyist](https://twinfocus.com/article/paul-karger-discusses-the-complexities-of-maintaining-a-cash-cushion-in-retirement-and-strategies-for-diversifying-assets-to-protect-against-market-downturns-in-marketwatch-moneyist/) - Paul Karger discusses the challenges of maintaining a cash cushion in retirement with MarketWatch Moneyist, sharing strategies for diversifying assets and protecting portfolios against market downturns while ensuring liquidity and long-term financial security.
- [The TwinFocus Summer Party was the perfect opportunity to relax, connect, and celebrate all the incredible work this team puts in day after day. A huge thank you to everyone who makes TwinFocus what it is — your dedication, energy, and commitment never go unnoticed!](https://twinfocus.com/article/nothing-better-than-summer-sun-and-great-company-☀️🍹-the-twinfocus-summer-party-was-the-perfect-opportunity-to-relax-connect-and-celebrate-all-the-incredible-work-this-tea/) - Nothing beats summer sunshine and great company. The TwinFocus Summer Party was a wonderful opportunity to unwind, connect, and celebrate the hard work and collaboration that drive our team every day. Thank you to everyone who makes TwinFocus what it is—your dedication, energy, and commitment are what make our success possible.
- [Helping a Tech Entrepreneur Navigate Sudden and Significant Wealth](https://twinfocus.com/article/helping-a-tech-entrepreneur-navigate-sudden-and-significant-wealth-2/) - **Excerpt for Blog Title:** *Helping a Tech Entrepreneur Navigate Sudden and Significant Wealth* explores the unique challenges that come with rapid liquidity events, from concentrated stock positions and tax complexity to long-term planning and lifestyle decisions. TwinFocus outlines a disciplined framework to help founders preserve capital, diversify thoughtfully, and build a durable strategy for multi-generational wealth.
- [In 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.](https://twinfocus.com/article/in-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-mak/) - In Family Wealth Report, Paul Karger shares insights on how tax changes in states such as California and Massachusetts are influencing real-time decisions among wealthy families, as mobility, structure, and operational efficiency become increasingly strategic considerations for modern family offices.
- [Paul Karger joined “Bloomberg Intelligence” to discuss his outlook for the markets, the impact of rate cuts, and how TwinFocus is helping clients navigate the current investment landscape. Listen to the full interview here (10:13).](https://twinfocus.com/article/paul-karger-joined-bloomberg-intelligence-to-discuss-his-outlook-for-the-markets-the-impact-of-rate-cuts-and-how-twinfocus-is-helping-clients-navigate-the-current-investment-landsc/) - Paul Karger joined Bloomberg Intelligence to share his market outlook, discuss the potential impact of rate cuts, and explain how TwinFocus is guiding clients through today’s investment landscape. The full interview can be heard at 10:13.
- [Q3-2025 TwinFocus Research: Goldilocks and the Edge of Certainty](https://twinfocus.com/article/goldilocks-and-the-edge-of-certainty/) - The Q3 2025 outlook explores a delicate “Goldilocks” backdrop—moderating inflation, resilient growth, and cautious policy—while examining the risks that could challenge market stability. TwinFocus Research assesses whether today’s balance reflects durable strength or a narrowing margin for error as investors navigate the edge of certainty.
- [We at TwinFocus celebrate the incredible strength, resilience, and achievements of women around the world. Let’s continue to support, uplift, and empower one another every day—not just today. Here's to breaking barriers, making strides, and shaping a future where every woman has the opportunity to thrive](https://twinfocus.com/article/we-at-twinfocus-celebrate-the-incredible-strength-resilience-and-achievements-of-women-around-the-world-lets-continue-to-support-uplift-and-empower-one-another-every-day-not-just/) - At TwinFocus, we celebrate the strength, resilience, and achievements of women everywhere. Together, we remain committed to supporting, uplifting, and empowering one another every day—not just on special occasions. Here’s to breaking barriers, driving progress, and building a future where every woman has the opportunity to grow, lead, and thrive.
- [Unlocking Japanese Equity Value](https://twinfocus.com/article/unlocking-japanese-equity-value/) - Over the past decade, Japan has evolved from a value trap to a more compelling long-term equity opportunity. This shift is being driven by policy initiatives and structural reforms in corporate governance that directly target capital efficiency.
- [We want to thank Jon Perry for five years of dedication, hard work, and consistent excellence at TwinFocus. His commitment, attention to detail, and willingness to go the extra mile have made a real impact. He has become an essential part of the team, and we’re better because of his contributions!](https://twinfocus.com/article/we-want-to-thank-jon-perry-for-five-years-of-dedication-hard-work-and-consistent-excellence-at-twinfocus-his-commitment-attention-to-detail-and-willingness-to-go-the-extra-mile-have-made-a-real-i/) - We are proud to recognize Jon Perry for five years of dedication, hard work, and consistent excellence at TwinFocus. His commitment, attention to detail, and willingness to go the extra mile have made a meaningful impact across the firm. Jon has become an essential member of our team, and we are stronger because of his contributions.
- [Qualified Small Business Stock Planning](https://twinfocus.com/article/qualified-small-business-stock-planning/) - Qualified Small Business Stock Planning explores the strategic use of Section 1202 to potentially exclude capital gains on the sale of qualified small business stock. TwinFocus examines eligibility requirements, holding period considerations, entity structuring, and coordinated estate planning strategies to help maximize tax efficiency and long-term wealth outcomes.
- [TwinFocus White Paper | Insurance Linked Securities (ILS) – Diligence Update](https://twinfocus.com/article/twinfocus-white-paper-insurance-linked-securities-ils-diligence-update/) - TwinFocus White Paper | Insurance Linked Securities (ILS) – Diligence Update provides an in-depth review of the ILS market, including recent performance trends, structural considerations, and risk factors such as catastrophe exposure and pricing dynamics. TwinFocus outlines its due diligence framework, manager selection criteria, and the role ILS can play in enhancing portfolio diversification and non-correlated return potential.
- [Run It Hot, Except Bitcoin](https://twinfocus.com/article/run-it-hot-except-bitcoin/) - Run It Hot, Except Bitcoin examines the tension between expansionary economic policy and selective risk-taking in today’s markets. TwinFocus explores how investors are positioning portfolios amid resilient growth and liquidity support—while reassessing exposure to more volatile assets such as Bitcoin within a disciplined risk management framework.
- [Up 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.](https://twinfocus.com/article/up-more-than-17-this-year-gold-isnt-rallying-on-speculation-its-acting-as-insurance-against-rising-policy-uncertainty-and-global-fragmentation-paul-karger-notes-in-axios-that-inve/) - With gold up more than 17% this year, the rally reflects more than speculation. In Axios, Paul Karger notes that the metal is increasingly viewed as insurance against rising policy uncertainty and global fragmentation, with investors “calling bunk on currencies” as confidence in traditional safe havens fades.
- [In 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.](https://twinfocus.com/article/in-reuters-recent-article-on-the-market-implications-of-president-trumps-nomination-of-kevin-warsh-as-the-next-federal-reserve-chair-paul-karger-shares-perspective-on-the-issue-of-f/) - Paul Karger shared perspective with Reuters on Federal Reserve independence and the market implications of President Trump’s nomination of Kevin Warsh as the next Fed Chair.
- [Paul 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.](https://twinfocus.com/article/paul-karger-was-recently-published-in-barrons-in-a-piece-on-how-ultrawealthy-families-are-evolving-and-what-that-means-for-family-offices-the-article-also-raises-a-broader-question-many-ultr/) - In Barron’s, Paul Karger shares insights on how the priorities and structures of ultrawealthy families are evolving — and what that means for the future of family offices.
- [Capitalizing on Greece's Transformation](https://twinfocus.com/article/capitalizing-on-greeces-transformation/) - Greece has undergone an economic transformation, emerging from its sovereign debt crisis to become one of Europe’s strongest performing economies.
- [The Global Fiscal Pivot, The Multipolar Trade and Less Dollars](https://twinfocus.com/article/the-global-fiscal-pivot-the-multipolar-trade-and-less-dollars/) - At TwinFocus, we have long anticipated the erosion of US economic exceptionalism and the waning of the dollar’s unipolar status.
- [Paul 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.](https://twinfocus.com/article/paul-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-th/) - Paul Karger recently contributed to an article in Yahoo! Finance titled “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 continue to evolve.
- [We are excited to share two well-deserved promotions that reflect the continued growth of TwinFocus and the exceptional contributions of our colleagues.](https://twinfocus.com/article/we-are-excited-to-share-two-well-deserved-promotions-that-reflect-the-continued-growth-of-twinfocus-and-the-exceptional-contributions-of-our-colleagues/) - We are thrilled to announce two well-deserved promotions at TwinFocus, celebrating both the firm’s continued growth and the outstanding contributions of our colleagues. These advancements reflect their leadership, expertise, and commitment to delivering exceptional service to our clients.
- [John Pantekidis, CFA, JD, discusses how ultra–high-net-worth families can navigate complex estate planning decisions in MarketWatch — balancing tax efficiency, longevity, and multigenerational wealth.](https://twinfocus.com/article/john-pantekidis-cfa-jd-discusses-how-ultra-high-net-worth-families-can-navigate-complex-estate-planning-decisions-in-marketwatch-balancing-tax-efficiency-longevity-and-multigene/) - About a decade ago, I set up dynasty trusts for my two children. I funded them with cash and equities that I transferred from my personal stock account. While I am in relatively good health, I just turned 80 and I know I am in the home stretch. The equities that I transferred to the trusts were mostly “Magnificent Seven” companies. These stocks have, over the years, appreciated significantly.
- [In our latest spotlight in Financial Advisor Magazine, we unpack the common pitfalls even high-net-worth individuals fall into — and how to steer clear of them. At TwinFocus, we believe the strongest portfolios are built on humility, discipline, and foresight.](https://twinfocus.com/article/in-our-latest-spotlight-in-financial-advisor-magazine-we-unpack-the-common-pitfalls-even-high-net-worth-individuals-fall-into-and-how-to-steer-clear-of-them-at-twinfocus-we-believe-the-st/) - In our latest feature with Financial Advisor Magazine, we highlight the common pitfalls even high-net-worth investors can encounter—and the strategies to help avoid them. At TwinFocus, we believe the most resilient portfolios are grounded in humility, disciplined decision-making, and long-term foresight.
- [From gold to generative AI, Paul Karger digs deep into TwinFocus’ macro views in this compelling Schwab Network interview.](https://twinfocus.com/article/from-gold-to-generative-ai-paul-karger-digs-deep-into-twinfocus-macro-views-in-this-compelling-schwab-network-interview/) - From gold to generative AI, Paul Karger shares TwinFocus’ macro perspective in a compelling conversation on Schwab Network, offering insights on the key themes shaping today’s investment landscape.
- [Paul Karger shares his perspective with Yahoo! Finance’s Julie Hyman on gold’s continued momentum and its role in a diversified portfolio, broader asset allocation strategies beyond the traditional 60/40 model, and opportunities in private equity and private credit.](https://twinfocus.com/article/paul-karger-shares-his-perspective-with-yahoo-finances-julie-hyman-on-golds-continued-momentum-and-its-role-in-a-diversified-portfolio-broader-asset-allocation-strategies-beyond-th/) - In a conversation with Julie Hyman on Yahoo Finance, Paul Karger discusses gold’s continued momentum and its role within a diversified portfolio, explores asset allocation strategies beyond the traditional 60/40 framework, and highlights the growing opportunity set in private equity and private credit.
- [Paul Karger reminds us in Yahoo! Finance’s latest Moneywise article -  before making big ticket purchases, let the moment settle, evaluate priorities, and don’t let emotion drive financial decisions.](https://twinfocus.com/article/paul-karger-reminds-us-in-yahoo-finances-latest-moneywise-article-before-making-big-ticket-purchases-let-the-moment-settle-evaluate-priorities-and-dont-let-emotion-drive-finan/) - In a recent feature from Yahoo Finance’s Moneywise, Paul Karger shares a simple but powerful reminder: before making major purchases, take time to pause, reassess your priorities, and ensure your decisions are guided by long-term goals—not emotion.
- [Check out John Pantekidis on Bloomberg Daybreak Asia discussing the record highs in Asian markets—and sharing sharp insights into what’s driving momentum across the region.](https://twinfocus.com/article/check-out-john-pantekidis-on-bloomberg-daybreak-asia-discussing-the-record-highs-in-asian-markets-and-sharing-sharp-insights-into-whats-driving-momentum-across-the-region/) - Check out John Pantekidis on Bloomberg Daybreak: Asia, where he discusses the record highs in Asian markets and offers timely insights into the key forces driving momentum across the region.
- [Wes Karger shares essential lessons in the latest article in InvestmentNews : “These are common missteps of UHNW people, says $10B multi family office founder.”](https://twinfocus.com/article/wes-karger-shares-essential-lessons-in-the-latest-article-in-investmentnews-these-are-common-missteps-of-uhnw-people-says-10b-multi-family-office-founder/) - In a recent feature by InvestmentNews, Wes Karger shares key lessons for ultra-high-net-worth families—highlighting the most common missteps and the strategic planning insights needed to help preserve and grow wealth across generations.
- [TwinFocus Research / Alternative Assets - Gold’s Surge: A Safe Haven in Shifting Markets](https://twinfocus.com/article/q3-2025-commentary-gold-return-discussion/) - As market uncertainty and macroeconomic shifts reshape the investment landscape, gold has reemerged as a powerful diversifier and store of value. This TwinFocus Research piece explores the forces behind gold’s recent surge and its role as a potential safe haven within alternative asset allocations.
- [At TwinFocus, we believe that no matter how extensive your portfolio or how well-laid your plans, blind spots can still derail long-term success. Check out this timely piece in Financial Advisor Magazine.](https://twinfocus.com/article/at-twinfocus-we-believe-that-no-matter-how-extensive-your-portfolio-or-how-well-laid-your-plans-blind-spots-can-still-derail-long-term-success-check-out-this-timely-piece-in-financial-advisor-magaz/) - Even the most sophisticated portfolios can face unseen risks. At TwinFocus, we recognize that blind spots—whether in strategy, structure, or oversight—can undermine long-term success. Explore this timely insight featured in Financial Advisor Magazine and learn how thoughtful planning can help uncover what may be overlooked.
- [Q2-2025 Commentary: Markets in Flux: Are We Witnessing a Regime Shift](https://twinfocus.com/article/q2-2025-commentary-markets-in-flux-are-we-witnessing-a-regime-shift/) - In Q2 2025, investors navigated a rapidly evolving landscape marked by shifting economic signals, policy uncertainty, and changing market leadership. As volatility returned and long-standing trends came into question, a key theme emerged: are markets undergoing a structural regime shift—or simply adjusting to a new phase of the cycle?
- [We were thrilled to welcome Danielle Piskadlo of Women's Money Matters to our TwinFocus Women's Engagement Group lunch. Danielle shared the incredible work her organization is doing to empower women and girls through financial education, mentorship, and confidence-building.](https://twinfocus.com/article/we-were-thrilled-to-welcome-danielle-piskadlo-of-womens-money-matters-to-our-twinfocus-womens-engagement-group-lunch-danielle-shared-the-incredible-work-her-organization-is-doing-to-empower-women/) - We were honored to host Danielle Piskadlo from Women’s Money Matters at our TwinFocus Women’s Engagement Group lunch, where she shared valuable insights and inspired meaningful conversation around financial confidence and empowerment.
- [We’ve had the privilege of working with some of the world’s most accomplished families. But no matter how successful, we consistently observe five recurring pitfalls that quietly undermine wealth and obstruct long-term success. We explore these five themes in our latest thought piece.](https://twinfocus.com/article/weve-had-the-privilege-of-working-with-some-of-the-worlds-most-accomplished-families-but-no-matter-how-successful-we-consistently-observe-five-recurring-pitfalls-that-quietly-under/) - Even the most accomplished families can face challenges that quietly erode long-term success. In our latest thought piece, we highlight five recurring pitfalls we frequently observe—and the strategic insights that can help families strengthen governance, preserve wealth, and stay aligned with their long-term objectives.
- [John Pantekidis weighs in on Reuters’ piece on Trump’s tariff deadline, "The markets are dismissing a return to tariff levels of 35%, 40% or higher, and anticipating an across-the-board level of 10% or so.](https://twinfocus.com/article/john-pantekidis-weighs-in-on-reuters-piece-on-trumps-tariff-deadline-the-markets-are-dismissing-a-return-to-tariff-levels-of-35-40-or-higher-and-anticipating-an-across-the-board/) - John Pantekidis shares his perspective in a recent feature from Reuters, noting that markets appear to be discounting the risk of a return to sharply higher tariff rates and instead are pricing in a more moderate, broad-based level—reflecting investor expectations for a measured policy outcome rather than a significant escalation.
- [Wall Street’s "smart money" just greenlit a $3 trillion deficit — and markets are fine with it. John Pantekidis contributes to Axios’ latest piece that unpacks why major investors are holding steady, even as the U.S. faces record debt level.](https://twinfocus.com/article/wall-streets-smart-money-just-greenlit-a-3-trillion-deficit-and-markets-are-fine-with-it-john-pantekidis-contributes-to-axios-latest-piece-that-unpacks-why-major-inve/) - John Pantekidis shares his perspective in a recent feature from Axios, exploring why major institutional investors remain steady—even as the U.S. moves toward record debt levels and a projected $3 trillion deficit—and what this resilience may signal about market expectations and risk sentiment.
- [Revitalizing Qualified Opportunity Zones: An Overview of the One Big Beautiful Act Proposal](https://twinfocus.com/article/revitalizing-qualified-opportunity-zones-an-overview-of-the-one-big-beautiful-act-proposal/) - Proposed changes under the “One Big Beautiful Act” could reshape the future of Qualified Opportunity Zones, with potential updates aimed at expanding incentives, refining eligibility, and strengthening long-term community investment. This overview explores what the proposal may mean for investors, developers, and the next phase of opportunity zone strategy.
- [John Pantekidis, CFA, JD contributes to Boston Globe Media’s latest piece, “From Tarriff Panic to a $10 Trillion Rally in 80 Days. Can it Last?”](https://twinfocus.com/article/john-pantekidis-cfa-jd-contributes-to-boston-globe-medias-latest-piece-from-tarriff-panic-to-a-10-trillion-rally-in-80-days-can-it-last/) - John Pantekidis, CFA, JD shares his perspective in the latest feature from The Boston Globe, examining the dramatic shift from tariff-driven market anxiety to a $10 trillion rally in just 80 days—and what could determine whether the momentum is sustainable.
- [Paul Karger gives his thoughts in Fortune’s latest piece on Jeff Bezos and Lauren Sanchez’s wedding, and what likely went into their prenuptial agreement.](https://twinfocus.com/article/paul-karger-gives-his-thoughts-in-fortunes-latest-piece-on-jeff-bezos-and-lauren-sanchezs-wedding-and-what-likely-went-into-their-prenuptial-agreement/) - In a recent feature by Fortune, Paul Karger shares his perspective on the financial considerations behind the wedding of Jeff Bezos and Lauren Sánchez, offering insight into the planning and complexity that likely shaped their prenuptial agreement.
- [From a bold idea to a global multi-family office managing over $10 billion for families around the world. TwinFocus was built on hustle, heart, and an unshakable belief in doing things differently. Every client relationship and milestone has been earned through hardwork, sound judgment, and a commitment to helping families navigate generational wealth with discipline and discretion. Here is to 19 years of impact - and the Road Ahead.](https://twinfocus.com/article/from-a-bold-idea-to-a-global-multi-family-office-managing-over-10-billion-for-families-around-the-world-twinfocus-was-built-on-hustle-heart-and-an-unshakable-belief-in-doing-things-differently-ev/) - From a bold vision to a global multi-family office managing more than $10 billion, TwinFocus has grown through determination, thoughtful decision-making, and a commitment to doing things differently. Every relationship and milestone reflects years of hard work, trusted partnership, and a disciplined approach to helping families navigate generational wealth with care and discretion. Here’s to 19 years of impact—and the road ahead.
- [This week, we enjoyed being a part of the Corey C. Griffin Foundation Field Day 2025. It was a day full of games and laughter – and also making memories that will last a lifetime with Corey’s Kids. It’s an honor to spend time with such an inspiring group and contribute to a cause that brings so much happiness to so many! Thank you to the Corey C. Griffin Foundation for hosting this amazing event and for all the work you do to create a brighter future for the kids and families involved.](https://twinfocus.com/article/this-week-we-enjoyed-being-a-part-of-the-corey-c-griffin-foundation-field-day-2025-it-was-a-day-full-of-games-and-laughter-and-also-making-memories-that-will-last-a-lifetime-with-corey/) - We were thrilled to take part in Field Day 2025 hosted by the Corey C. Griffin Foundation—a joyful day filled with games, laughter, and meaningful moments with Corey’s Kids. It’s an honor to support a mission that brings so much happiness to children and families, and we’re grateful to the Foundation for creating such a memorable event and for the incredible work they do to make a lasting impact.
- [Barron’s sits down with Paul Karger and John Pantekidis to unpack the complex narrative surrounding the Commonwealth’s new tax on high earners.](https://twinfocus.com/article/barrons-sits-down-with-paul-karger-and-john-pantekidis-to-unpack-the-complex-narrative-surrounding-the-commonwealths-new-tax-on-high-earners/) - In a recent conversation with Barron's, Paul Karger and John Pantekidis break down the complex implications of the Commonwealth’s new tax on high earners and what it could mean for planning, investment strategy, and residency considerations for affluent families.
- [Where are the best places to invest in real estate in 2025? As Partner and Managing Director TwinFocus Real Estate Partners, Wil Ward, tells U.S. News & World Report, vacation locations have seen a parabolic increase in value.](https://twinfocus.com/article/where-are-the-best-places-to-invest-in-real-estate-in-2025-as-partner-and-managing-director-twinfocus-real-estate-partners-wil-ward-tells-u-s-news-world-report-vacation-locations-have-seen-a-pa/) - Where are the best places to invest in real estate in 2025? In a recent feature with U.S. News & World Report, TwinFocus Partner and Managing Director of Real Estate, Wil Ward, notes that vacation and lifestyle destinations have experienced a parabolic rise in demand and property values—highlighting the growing appeal of experience-driven markets for long-term investment.
- [Why Own Fixed Income? Our Purpose-Driven Approach](https://twinfocus.com/article/why-own-fixed-income-our-purpose-driven-approach/) - Views from a Legend David Swensen, the late Yale endowment CIO, is a legend in the asset allocation game. His book Pioneering Portfolio Management should be required reading for anyone in the investment management business. In the book, Swensen presents a pointed critique of fixed income, stopping short of calling the asset class obsolete, but
- [1Q-2025 Commentary: The Global Reconfiguration: Navigating Trade Tensions and Regime Change](https://twinfocus.com/article/the-global-reconfiguration-navigating-trade-tensions-and-regime-change/) - The Q1 2025 commentary examines a rapidly evolving global landscape shaped by rising trade tensions, shifting policy priorities, and the potential for structural economic change. TwinFocus explores how investors can navigate an environment defined by geopolitical realignment, supply chain transformation, and emerging market regime shifts.
- [In the first of a planned series of conversations on AI, TwinFocus Managing Director Jeffrey Heisler and StartFast Founder Chuck Stormon review a little history and outline key topics for understanding where AI is and where it may be going.](https://twinfocus.com/article/in-the-first-of-a-planned-series-of-conversations-on-ai-twinfocus-managing-director-jeffrey-heisler-and-startfast-founder-chuck-stormon-review-a-little-history-and-outline-key-topics-for-understandin/) - In the first of a planned conversation series on artificial intelligence, TwinFocus Managing Director Jeffrey Heisler and Chuck Stormon, Founder of StartFast, explore the evolution of AI and outline the key themes investors and leaders should understand as the technology continues to develop and shape the future.
- [John Pantekidis, provides his views on the Schwab Network on the latest tariffs, the economy as of late, and the more broad investment opportunities TwinFocus is sharing with its clients.](https://twinfocus.com/article/john-pantekidis-provides-his-views-on-the-schwab-network-on-the-latest-tariffs-the-economy-as-of-late-and-the-more-broad-investment-opportunities-twinfocus-is-sharing-with-its-clients/) - John Pantekidis recently joined the Schwab Network to share his perspective on the evolving tariff landscape, the current economic backdrop, and the broader investment opportunities TwinFocus is identifying for clients in today’s shifting market environment.
- [TwinFocus Research / Municipal Bonds: Navigating Policy Shifts, Resilient Yields, and Tax-Exemption Crossroads](https://twinfocus.com/article/twinfocus-research-municipal-bonds-navigating-policy-shifts-resilient-yields-and-tax-exemption-crossroads/) - As policy uncertainty and fiscal pressures reshape the municipal landscape, investors face a shifting balance between attractive yields and evolving tax considerations. This TwinFocus Research piece examines the resilience of municipal bonds, the policy risks on the horizon, and the strategic role tax-exempt income may continue to play in diversified portfolios.
- [John Pantekidis shares with Bloomberg his thoughts in the latest piece, “What to Do with Your Money Right Now as Tariffs Reshape Markets.”](https://twinfocus.com/article/john-pantekidis-shares-with-bloomberg-his-thoughts-in-the-latest-piece-what-to-do-with-your-money-right-now-as-tariffs-reshape-markets/) - John Pantekidis shares his perspective in the latest feature from Bloomberg, offering timely insights on how investors may want to position their portfolios as shifting tariff dynamics reshape markets and the broader investment landscape.
- [What to do with your cash in the Trump tariff mayhem? The Daily Mail shares John Pantekidis’ views on investing in defense stocks and the nuclear industry.](https://twinfocus.com/article/what-to-do-with-your-cash-in-the-trump-tariff-mayhem-the-daily-mail-shares-john-pantekidis-views-on-investing-in-defense-stocks-and-the-nuclear-industry/) - In a recent feature from Daily Mail, John Pantekidis shares his perspective on how investors might position cash amid tariff-related uncertainty, highlighting potential opportunities in defense stocks and the nuclear energy sector as areas of strategic interest.
- [U.S. Trade Policy in Focus: Understanding the Historical, Forward Looking, and Market Impacts on Global Commerce and Asset Classes](https://twinfocus.com/article/united-states-trade-policies-investment-implications/) - This report examines U.S. trade policy through a historical and forward-looking lens, analyzing how tariffs, negotiations, and geopolitical priorities shape global commerce and influence asset class performance. TwinFocus explores the potential market implications and key considerations for investors navigating an increasingly policy-driven landscape.
- [John Pantekidis shares his thoughts in FA Magazine about the current confusion around tax season – including filing extensions and the taxation of crypto profits.](https://twinfocus.com/article/john-pantekidis-shares-his-thoughts-in-fa-magazine-about-the-current-confusion-around-tax-season-including-filing-extensions-and-the-taxation-of-crypto-profits/) - John Pantekidis shares his perspective in Financial Advisor Magazine, addressing the current uncertainty around tax season—from filing extensions to the evolving treatment and reporting of cryptocurrency gains—and what investors should keep in mind to stay compliant and prepared.
- [MarketWatch asked TF Managing Partner, Paul Karger, where he would invest $10K right now. Check out his advice.](https://twinfocus.com/article/marketwatch-asked-tf-managing-partner-paul-karger-where-he-would-invest-10k-right-now-check-out-his-advice-here/) - In a recent feature from MarketWatch, TwinFocus Managing Partner Paul Karger shares where he would invest $10,000 today, offering practical insight on positioning capital thoughtfully in the current market environment.
- [John Pantekidis’ commentary in Financial Advisor Magazine provides a valuable perspective on the IRS’s new reporting requirements and its impact on investors.](https://twinfocus.com/article/john-pantekidis-commentary-in-financial-advisor-magazine-provides-a-valuable-perspective-on-the-irss-new-reporting-requirements-and-its-impact-on-investors/) - John Pantekidis shares his insights in a recent feature from Financial Advisor Magazine, offering perspective on the IRS’s new reporting requirements and what the changes could mean for investors, compliance, and planning strategies.
- [Following the Munich Security Conference, we explore the striking parallels between two moments in history and the implications for global stability and democracy.](https://twinfocus.com/article/in-february-2025-the-munich-security-conference-became-the-backdrop-for-a-geopolitical-moment-that-seemed-to-echo-a-historical-misstep-from-the-late-1930s-as-global-leaders-gathered-in-munich-germa/) - Following the Munich Security Conference, we examine the striking parallels between past and present geopolitical turning points—and what these historical echoes may signal for global stability, democratic institutions, and the evolving risk landscape for investors and policymakers alike.
- [Manifesto: Research Investment Process White Paper Series](https://twinfocus.com/article/research-investment-process-white-paper-series-manifesto/) - This manifesto outlines the principles behind the TwinFocus research and investment process—an integrated, disciplined framework built to identify opportunity, manage risk, and support long-term outcomes. The white paper series explores the philosophy, rigor, and decision-making structure that guide our approach across market environments.
- [TwinFocus Managing Director, Jeffrey Heisler, discusses the insurance-linked securities (ILS) market with Chin Liu of Amundi Pioneer.](https://twinfocus.com/article/twinfocus-managing-director-jeffrey-heisler-discusses-the-insurance-linked-securities-ils-market-with-chin-liu-of-amundi-pioneer/) - TwinFocus Managing Director Jeffrey Heisler recently spoke with Chin Liu of Amundi Pioneer to discuss the evolving Insurance-Linked Securities (ILS) market, including current risk dynamics, return potential, and the role of ILS within a diversified portfolio.
- [Certain Uncertainty -  Tariffs Kicking Off The Trump Presidency](https://twinfocus.com/article/certain-uncertainty-tariffs-kicking-off-the-trump-presidency/) - Certain Uncertainty - Tariffs Kicking Off The Trump Presidency “In order to be a successful gambler you have to have a complete disregard for money.” -Doyle Brunson Our research team spent a good deal of time talking about the ramifications of the last few days, the implications of tariffs, and possible changes to our outlook
- [“I never want to be in the consensus trade,” says Managing Partner and Co-Founder of TwinFocus, Paul Karger, who gives his views on private credit in Kat Hidalgo’s latest piece in Bloomberg](https://twinfocus.com/article/i-never-want-to-be-in-the-consensus-trade-says-managing-partner-and-co-founder-of-twinfocus-paul-karger-who-gives-his-views-on-private-credit-in-kat-hidalgos-latest-piece/) - I never want to be in the consensus trade,” says TwinFocus Managing Partner and Co-Founder Paul Karger in a recent feature by Bloomberg. In Kat Hidalgo’s latest piece, he shares his perspective on private credit and the importance of disciplined underwriting, selectivity, and differentiated sourcing in an increasingly crowded market.
- [Paul Karger weighs in on growth and innovation in private markets driven by family offices in the Financial Times’s publication, Professional Wealth Management.](https://twinfocus.com/article/paul-karger-weighs-in-on-growth-and-innovation-in-private-markets-driven-by-family-offices-in-the-financial-timess-publication-professional-wealth-management/)
- [Private credit is one of 2025’s biggest investment trends. TwinFocus Co-Founder, Paul Karger, speaks with Business Insider on the surge in private credit investing among the ultrawealthy.](https://twinfocus.com/article/private-credit-is-one-of-2025s-biggest-investment-trends-twinfocus-co-founder-paul-karger-speaks-with-business-insider-on-the-surge-in-private-credit-investing-among-the-ultrawealthy/) - As private credit emerges as one of 2025’s defining investment trends, TwinFocus Co-Founder Paul Karger shares his perspective with Business Insider on why ultra-high-net-worth investors are increasing allocations—and how the asset class is being used to enhance income, diversification, and portfolio resilience.
- [Winds of Change: An Update on the ILS Markets](https://twinfocus.com/article/winds-of-change-an-update-on-the-ils-markets/) - The Insurance-Linked Securities (ILS) market continues to evolve as shifting risk dynamics, higher yields, and renewed investor interest reshape the landscape. This update explores the forces driving performance, the opportunities emerging across the sector, and what the changing environment may mean for portfolio diversification and risk management.
- [4Q-2024 Commentary: Echoes of Bubbles Past](https://twinfocus.com/article/q4-2024-commentary/) - The Q4 2024 commentary examines rising pockets of market exuberance and the parallels to past speculative cycles. TwinFocus explores where valuations, sentiment, and liquidity conditions may be creating bubble-like dynamics—and what disciplined investors should watch as risks and opportunities evolve.
- [Happy New Year from all of us at TwinFocus! We gathered to celebrate the end of 2024 and wanted to share the laughter and smiles. We sincerely appreciate the trust and partnership of our clients, along with the dedication of our exceptional team. Here's to sustained success and new milestones in 2025!](https://twinfocus.com/article/happy-new-year-from-all-of-us-at-twinfocus-we-gathered-to-celebrate-the-end-of-2024-and-wanted-to-share-the-laughter-and-smiles-we-sincerely-appreciate-the-trust-and-partnership-of-our-clients-alon/) - Happy New Year from all of us at TwinFocus! We came together to celebrate the close of 2024 and share in the laughter, gratitude, and camaraderie that define our team. We deeply appreciate the trust of our clients and the dedication of our colleagues. Here’s to continued success, strong partnerships, and new milestones in 2025.
- [Key Family Office Risks (& Opportunities) in 2025](https://twinfocus.com/article/key-family-office-risks-opportunities-in-2025/) - Key Family Office Risks (& Opportunities) in 2025 explores the challenges and potential openings facing ultra-high-net-worth families next year. TwinFocus highlights risk factors—from market volatility to regulatory changes—while identifying strategies and opportunities that can help family offices preserve wealth and capitalize on emerging trends.
- [TwinFocus Co-Founder & Managing Partner Paul Karger joined Yahoo! Finance yesterday to analyze post-election market dynamics and the "risk-on" appetite for sectors like AI and technology.](https://twinfocus.com/article/twinfocus-co-founder-managing-partner-paul-karger-joined-yahoo-finance-yesterday-to-analyze-post-election-market-dynamics-and-the-risk-on-appetite-for-sectors-like-ai-and-technology/) - TwinFocus Co-Founder and Managing Partner Paul Karger joined Yahoo Finance to analyze post-election market dynamics and discuss the “risk-on” investor appetite for sectors such as AI and technology.
- [Will munis make sense in a lower-tax environment? TwinFocus Managing Partner Paul Karger tells Barron's that municipal securities with shorter maturities could be worth considering for the right investors](https://twinfocus.com/article/will-munis-make-sense-in-a-lower-tax-environment-twinfocus-managing-partner-paul-karger-tells-barrons-that-municipal-securities-with-shorter-maturities-could-be-worth-considering-for-the-right-inve/) - TwinFocus Managing Partner Paul Karger shares his perspective with Barron's on municipal bonds, noting that in a lower-tax environment, shorter-maturity municipal securities may be attractive for certain investors seeking tax-efficient income and portfolio stability.
- [Tax & Wealth Structuring | Post-Election Legislative Analysis & Discussion](https://twinfocus.com/article/wealth-structuring-memo-post-election-legislative-analysis-discussion/) - Tax & Wealth Structuring | Post-Election Legislative Analysis & Discussion examines how recent elections may influence tax policy, regulatory changes, and wealth planning strategies. TwinFocus provides insights on structuring portfolios and trusts to navigate evolving legislation while optimizing long-term financial outcomes.
- [Emerging Markets | China – Is This Time Different?](https://twinfocus.com/article/emerging-markets-china-is-this-time-different/) - Emerging Markets | China – Is This Time Different? analyzes the latest developments in China’s economy and markets, assessing whether current trends signal a lasting shift or a temporary deviation. TwinFocus explores implications for investors seeking exposure to emerging markets amid policy changes, growth dynamics, and geopolitical considerations.
- [Paul Karger shared his insights around opportunities in private credit and the shifting factors fueling value creation at FT Live and PWM's Global Wealth Management Summit in London.](https://twinfocus.com/article/paul-karger-shared-his-insights-around-opportunities-in-private-credit-and-the-shifting-factors-fueling-value-creation-at-ft-live-and-pwms-global-wealth-management-summit-in-london/) - Paul Karger shared his insights at FT Live & PWM Global Wealth Management Summit, discussing opportunities in private credit and the evolving factors driving value creation for investors in today’s market environment.
- [The Women's Engagement Group at TwinFocus enjoyed lunch together and explored meaningful ways to strengthen our impact in Boston through hands-on community service—from supporting local soup kitchens to partnering with schools.](https://twinfocus.com/article/the-womens-engagement-group-at-twinfocus-enjoyed-lunch-together-and-explored-meaningful-ways-to-strengthen-our-impact-in-boston-through-hands-on-community-service-from-supporting-local-soup/) - The TwinFocus Women’s Engagement Group enjoyed a collaborative lunch while exploring meaningful ways to strengthen our impact in Boston through hands-on community service—from supporting local soup kitchens to partnering with area schools.
- [Paul Karger joins BNN Bloomberg to share his perspective on earnings season thus far, and how the election could impact equities.](https://twinfocus.com/article/paul-karger-joins-bnn-bloomberg-to-share-his-perspective-on-earnings-season-thus-far-and-how-the-election-could-impact-equities/) - Paul Karger joins BNN Bloomberg to share his perspective on the current earnings season and discuss how upcoming elections could influence equity markets and investor sentiment.
- [John Pantekidis speaks with Finanical Advisor Magazine to discuss tax management strategies when in retirement](https://twinfocus.com/article/john-pantekidis-speaks-with-finanical-advisor-magazine-to-discuss-tax-management-strategies-when-in-retirement/) - John Pantekidis shares his insights with Financial Advisor Magazine on effective tax management strategies for retirees, highlighting approaches to preserve wealth, optimize withdrawals, and minimize tax impact during retirement.
- [John Pantekidis, MP of TwinFocus, speaks with Business Insider on the various sophisticated tax strategies investors can implement to reduce capital gains taxes.](https://twinfocus.com/article/john-pantekidis-mp-of-twinfocus-speaks-with-business-insider-on-the-various-sophisticated-tax-strategies-investors-can-implement-to-reduce-capital-gains-taxes/) - John Pantekidis, Managing Partner of TwinFocus, shares his insights with Business Insider on advanced tax strategies that investors can use to minimize capital gains taxes and optimize long-term portfolio outcomes.
- [Paul Karger speaks with Professional Wealth Management (PWM)  about the current state of the real-estate market and tax advantages for investors.](https://twinfocus.com/article/paul-karger-speaks-with-professional-wealth-management-pwm-about-the-current-state-of-the-real-estate-market-and-tax-advantages-for-investors/) - Paul Karger shares his insights with Professional Wealth Management (PWM) on the current real estate market, highlighting opportunities and tax advantages available to investors navigating today’s landscape.
- [3Q-2024 Commentary: Recession Concerns and Caution Ahead](https://twinfocus.com/article/3q_2024-quarterly-letter/) - The Q3 2024 commentary, Recession Concerns and Caution Ahead, examines signals of slowing growth, market volatility, and heightened economic uncertainty. TwinFocus explores how investors can approach portfolio positioning with prudence, balancing risk management and potential opportunities in a cautious environment.
- [We were proud to sponsor and participate in the Women's Foundation of Boston's third annual Make Her Mark event at Fenway Park, dedicated to advancing a financially inclusive future for the women and girls of our community.](https://twinfocus.com/article/we-were-proud-to-sponsor-and-participate-in-the-womens-foundation-of-bostons-third-annual-make-her-mark-event-at-fenway-park-dedicated-to-advancing-a-financially-inclusive-future-for-the-women-an/) - TwinFocus was proud to sponsor and participate in the Women’s Foundation of Boston’s third annual Make Her Mark event at Fenway Park, celebrating and advancing a financially inclusive future for women and girls in our community.
- [Read TwinFocus Co-Founders Wesley Karger, CFA and Paul Karger, CFA's latest thought piece in Family Wealth Report, outlining the key questions UHNW families should ask prospective advisors.](https://twinfocus.com/article/read-twinfocus-co-founders-wesley-karger-cfa-and-paul-karger-cfas-latest-thought-piece-in-family-wealth-report-outlining-the-key-questions-uhnw-families-should-ask-prospective-advisors/) - TwinFocus Co-Founders Wesley Karger, CFA, and Paul Karger, CFA, share their latest insights in Family Wealth Report, outlining the essential questions ultra-high-net-worth families should ask prospective advisors to ensure alignment, expertise, and long-term partnership.
- [JPOW: Everything Is “Fine"](https://twinfocus.com/article/jpow-everything-is-fine/) - JPOW: Everything Is “Fine” examines Federal Reserve Chair Jerome Powell’s recent remarks and their implications for markets, interest rates, and investor sentiment. TwinFocus explores how policymakers’ messaging shapes expectations and the strategies investors may consider in response to ongoing economic uncertainty.
- [The Women's Engagement Group at TwinFocus was honored to host The Women’s Foundation Co-Founder & CEO, Christina Gordon, this week to hear about the organization's investments in projects making a meaningful impact for women and girls in the Greater Boston area.](https://twinfocus.com/article/the-womens-engagement-group-at-twinfocus-was-honored-to-host-the-womens-foundation-co-founder-ceo-christina-gordon-this-week-to-hear-about-the-organizations-investments-in-projects-ma/) - The TwinFocus Women’s Engagement Group was honored to host Christina Gordon, Co-Founder & CEO of Women’s Foundation of Boston, to learn about the Foundation’s investments in initiatives that create meaningful impact for women and girls across the Greater Boston area.
- [Ahead of rate cuts from the Federal Reserve, TwinFocus Co-Founder and Managing Partner, Paul Karger speaks with MarketWatch to discuss various investment opportunities](https://twinfocus.com/article/ahead-of-rate-cuts-from-the-federal-reserve-twinfocus-co-founder-and-managing-partner-paul-karger-speaks-with-marketwatch-to-discuss-various-investment-opportunities/) - Ahead of anticipated Federal Reserve rate cuts, TwinFocus Co-Founder and Managing Partner Paul Karger shares his insights with MarketWatch, discussing a range of investment opportunities and strategies for positioning portfolios in a changing interest rate environment.
- [Paul Karger discusses how the upcoming presidential election could impact giving and the importance of asset appreciation](https://twinfocus.com/article/paul-karger-discusses-how-the-upcoming-presidential-election-could-impact-giving-and-the-importance-of-asset-appreciation/) - Paul Karger shares his perspective on how presidential elections can influence charitable giving and wealth planning, emphasizing the importance of asset appreciation and strategic timing to support long-term philanthropic goals and financial objectives.
- [Paul Karger weighs in on Bloomberg about how careful planning is required when a founder or other insider wants to sell out of a large position.](https://twinfocus.com/article/paul-karger-weighs-in-on-bloomberg-about-how-careful-planning-is-required-when-a-founder-or-other-insider-wants-to-sell-out-of-a-large-position/) - Paul Karger shares his perspective with Bloomberg on the careful planning needed when a founder or other insider intends to sell a large equity position, highlighting strategies to manage market impact, timing, and long-term investor considerations.
- [Private Equity: No Mas](https://twinfocus.com/article/private-equity/) - Private Equity: No Mas explores the evolving landscape of private equity, highlighting challenges, shifting valuations, and the factors prompting investors to reconsider traditional allocations. TwinFocus examines where opportunities still exist and how disciplined strategies can help navigate a changing private markets environment.
- [Q2-2024 Commentary: Find Shorter Lines](https://twinfocus.com/article/financial-markets-constantly-anticipate-events-both-on-the-positive-and-on-the-negative-side-which-fail-to-materialize-exactly-because-they-have-been-anticipated/) - The Q2 2024 commentary, Find Shorter Lines, examines strategies for navigating increasingly complex markets by focusing on efficiency, clarity, and selective opportunities. TwinFocus explores how disciplined positioning and thoughtful portfolio construction can help investors capture returns while managing risk in a dynamic environment.
- [TwinFocus is proud to sponsor the Women's Foundation of Boston's third annual Make Her Mark event, taking place on September 19. This year's theme, Celebrating Financial Empowerment, speaks to our mission to help families make the most of their wealth. Please join us in supporting this important organization – learn how you can get involved by clicking here](https://twinfocus.com/article/twinfocus-is-proud-to-sponsor-the-womens-foundation-of-bostons-third-annual-make-her-mark-event-taking-place-on-september-19-this-years-theme-celebrating-financial-empowerment-speaks-to-our/) - TwinFocus is proud to sponsor the Women’s Foundation of Boston’s third annual Make Her Mark event on September 19. This year’s theme, Celebrating Financial Empowerment, aligns with our mission to help families maximize their wealth. Join us in supporting this important cause and learn how to get involved.
- [Paul Karger speaks with MarketWatch to weigh in on long-term investments amid recent market volatility](https://twinfocus.com/article/paul-karger-speaks-with-marketwatch-to-weigh-in-on-long-term-investments-amid-recent-market-volatility-august-2024/) - Paul Karger shares his insights with MarketWatch on navigating long-term investment strategies amid recent market volatility, emphasizing disciplined portfolio construction, risk management, and the importance of staying focused on long-term objectives.
- [Paul Karger speaks with Worth Magazine to discuss the rise of AI and why "nothing will replace the need for human interactions" in wealth management.](https://twinfocus.com/article/paul-karger-speaks-with-worth-magazine-to-discuss-the-rise-of-ai-and-why-nothing-will-replace-the-need-for-human-interactions-in-wealth-management/) - Paul Karger shares his insights with Worth Magazine on the rise of AI in finance, emphasizing why human interaction and judgment remain essential in delivering personalized, effective wealth management.
- [Dave Daglio speaks to Bloomberg to discuss the recent Apple rally and investor sentiment following the company’s AI strategy announcement](https://twinfocus.com/article/dave-daglio-speaks-to-bloomberg-to-discuss-the-recent-apple-rally-and-investor-sentiment-following-the-companys-ai-strategy-announcement/) - Dave Daglio speaks with Bloomberg to discuss the recent rally in Apple stock and how investors are responding to the company’s AI strategy, highlighting market sentiment and potential implications for broader technology investments.
- [2023 was the Year of the Woman due to economic, cultural and social achievements by women. At TwinFocus we are proud to support women through their wealth journey, including by partnering with the Women’s Foundation of Boston to sponsor the Make Her Mark event in September 2024.](https://twinfocus.com/article/from-the-eras-tour-to-the-basketball-court-women-have-become-an-unstoppable-cultural-and-economic-force-thanks-to-the-great-wealth-transfer-women-will-control-more-money-over-the-next-20-years-than/) - 2023 was celebrated as the Year of the Woman, recognizing remarkable economic, cultural, and social achievements. At TwinFocus, we are proud to support women throughout their wealth journeys, including our partnership with the Women’s Foundation of Boston to sponsor the Make Her Mark event in September 2024.
- [Managing Partner and General Counsel John Pantekidis speaks with Financial Advisor Magazine to discuss tax considerations when moving states](https://twinfocus.com/article/managing-partner-and-general-counsel-john-pantekidis-speaks-with-financial-advisor-magazine-to-discuss-tax-considerations-when-moving-states-june-2024/) - TwinFocus Managing Partner and General Counsel John Pantekidis shares his insights with Financial Advisor Magazine on the tax considerations and planning strategies that investors should evaluate when relocating to a new state.
- [TwinFocus Co-founder and Managing Partner of TwinFocus, Paul Karger, joins Barron’s Roundtable about the rise of crypto](https://twinfocus.com/article/twinfocus-co-founder-and-managing-partner-of-twinfocus-paul-karger-joins-barrons-roundtable-about-the-rise-of-crypto-may-2024/) - TwinFocus Co-Founder and Managing Partner Paul Karger joins Barron's’s Roundtable to discuss the rise of cryptocurrency, exploring market trends, investor sentiment, and the opportunities and risks shaping this rapidly evolving asset class.
- [Paul Karger, CFA, speaks with Barron’s about the new rules impacting home buyers & sellers in the wake of the National Association of Realtors settlement](https://twinfocus.com/article/paul-karger-cfa-speaks-with-barrons-about-the-new-rules-impacting-home-buyers-sellers-in-the-wake-of-the-national-association-of-realtors-settlement-may-2024/) - Paul Karger, CFA, shares his insights in a recent feature from Barron's on how new rules stemming from the National Association of Realtors settlement are affecting home buyers and sellers, and what these changes mean for real estate markets and transaction strategies.
- [Dave Daglio joins CNBC "Squawk Box Asia" to discuss a range of topics including TwinFocus's current investment strategies, anticipated Fed rate cuts, gold pricing trends, and the impact of AI on the financial landscape](https://twinfocus.com/article/dave-daglio-joins-cnbc-squawk-box-asia-to-discuss-a-range-of-topics-including-twinfocuss-current-investment-strategies-anticipated-fed-rate-cuts-gold-pricing-trends-and-the-impact-of-ai-on-th/) - Dave Daglio joins CNBC Squawk Box Asia to discuss TwinFocus’s current investment strategies, anticipated Federal Reserve rate cuts, gold pricing trends, and the growing influence of AI on the financial landscape.
- [The Unanswered Questions on the Winners from AI](https://twinfocus.com/article/the-unanswered-questions-on-the-winners-from-ai-may-2024/) - As artificial intelligence reshapes industries, some companies emerge as clear winners—but key questions remain. This piece explores the uncertainties surrounding AI-driven success, the factors that may determine long-term leadership, and how investors can assess opportunities amid rapid technological change.
- [A Market That Wants to Believe: TwinFocus 2023 Year-End Views & 2024 Market Outlook](https://twinfocus.com/article/2023-year-end-views-2024-market-outlook/) - **Excerpt for Blog Title:** *A Market That Wants to Believe: TwinFocus 2023 Year-End Views & 2024 Market Outlook* reviews key market developments from 2023 and provides insights into expectations for 2024. TwinFocus explores investor sentiment, macroeconomic trends, and strategies to navigate potential opportunities and risks in the year ahead.
- [We'd like to extend a huge thank you to everyone who attended our investment conference, "The World in Focus with TwinFocus," this week. We had an amazing turnout of clients, associates, and friends from around the globe, exemplifying the strength of the TwinFocus community. Our world-class speakers showcased their expertise and investment focus.](https://twinfocus.com/article/https-www-linkedin-com-posts-twin-focus-capital-partners-llc_ai-tax-activity-7196199619133865985-yu5xutm_sourceshareutm_mediummember_desktop/) - We extend our heartfelt thanks to everyone who joined us for The World in Focus with TwinFocus this week. With clients, associates, and friends from around the globe, the event highlighted the strength of the TwinFocus community. Our world-class speakers shared deep expertise and insights, making the conference a truly engaging and impactful experience.
- [Dave Daglio joins Seeking Alpha’s Investing Experts podcast to discuss his career journey, value investing and where he sees opportunities to protect your portfolio](https://twinfocus.com/article/dave-daglio-joins-seeking-alphas-investing-experts-podcast-to-discuss-his-career-journey-value-investing-and-where-he-sees-opportunities-to-protect-your-portfolio-may-2024/) - Dave Daglio joins the Investing Experts to share his career journey, insights on value investing, and strategies for identifying opportunities to protect and strengthen investment portfolios.
- [Dave Daglio joins “Bloomberg Daybreak Asia” to discuss his economic outlook for the week, upcoming tech earnings, and how TwinFocus is advising clients on the investment front. Listen to the full interview here: time 15:10](https://twinfocus.com/article/david-joins-bloomberg-daybreak-asia-to-discuss-his-economic-outlook-for-the-week-upcoming-tech-earnings-and-how-twinfocus-is-advising-clients-on-the-investment-front-listen-to-the/) - Dave Daglio joins Bloomberg Daybreak: Asia to share his economic outlook for the week, review upcoming tech earnings, and discuss how TwinFocus is guiding clients in today’s markets. The full interview can be heard at 15:10.
- ["It’s not always shooting for the stars or just staying in cash, but an appropriate blend," says TwinFocus CIO David Daglio in Bloomberg's "Where to Invest $1M"](https://twinfocus.com/article/its-not-always-shooting-for-the-stars-or-just-staying-in-cash-but-an-appropriate-blend-says-twinfocus-cio-david-daglio-in-bloombergs-where-to-invest-1m-feature-may-2024/) - It’s not always about shooting for the stars or just staying in cash, but finding the right balance,” says TwinFocus CIO David Daglio in Bloomberg’s feature Where to Invest $1M, offering guidance on building a diversified portfolio that aligns risk and opportunity with long-term objectives.
- [Q1-2024 Commentary: US Exceptionalism](https://twinfocus.com/article/q1-2024-commentary/) - The Q1 2024 commentary explores the concept of U.S. exceptionalism in today’s economic and market context, examining the factors that set the U.S. apart—from resilient growth and innovation to policy dynamics—and what this means for investors positioning their portfolios amid global uncertainty.
- [John Pantekidis, CFA and General Counsel, speaks with Financial Advisor Magazine about tax deadline extensions amid the current interest rate environment](https://twinfocus.com/article/john-pantekidis-cfa-and-general-counsel-speaks-with-financial-advisor-magazine-about-tax-deadline-extensions-amid-the-current-interest-rate-environment-april-2024/) - John Pantekidis, CFA, TwinFocus General Counsel, shares his insights in Financial Advisor Magazine on tax deadline extensions and their implications for investors navigating the current interest rate environment.
- [TwinFocus CIO, Dave Daglio, speaks with Opening Bell Daily to break down how the tightening of interest rates is impacting consumers and delinquency rates](https://twinfocus.com/article/twinfocus-cio-dave-daglio-speaks-with-opening-bell-daily-to-break-down-how-the-tightening-of-interest-rates-is-impacting-consumers-and-delinquency-rates-april-2024/) - TwinFocus CIO Dave Daglio speaks with Opening Bell Daily to analyze the effects of rising interest rates on consumers, exploring trends in borrowing, spending, and delinquency rates, and what these shifts mean for broader market dynamics.
- [Paul Karger shares his thoughts with MarketWatch on the advantages of a HELOC, and when it is a better option than a personal loan](https://twinfocus.com/article/paul-karger-shares-his-thoughts-with-marketwatch-on-the-advantages-of-a-heloc-and-when-it-is-a-better-option-than-a-personal-loan-april-2024/) - Paul Karger shares his insights with MarketWatch on the benefits of using a HELOC, explaining when it can be a more advantageous option than a personal loan for financing needs while managing interest costs and flexibility.
- [Paul Karger, CFA, co-chaired the 10th Annual RIA Central Investment Forum 2024 in Chicago alongside Jack Ablin of Cresset Partners. It was great to connect with all of the speakers and attendees within the investment advisor community!](https://twinfocus.com/article/paul-karger-cfa-co-chaired-the-10th-annual-ria-central-investment-forum-2024-in-chicago-alongside-jack-ablin-of-cresset-partners-it-was-great-to-connect-with-all-of-the-speakers-and-attendees-withi/) - Paul Karger shares his insights with MarketWatch on the benefits of using a HELOC, explaining when it can be a more advantageous option than a personal loan for financing needs while managing interest costs and flexibility.
- [Dave Daglio speaks with Opening Bell Daily about how the Fed could be walking into "the greatest policy error of all time" and what investors should watch](https://twinfocus.com/article/dave-daglio-speaks-with-opening-bell-daily-about-how-the-fed-could-be-walking-into-the-greatest-policy-error-of-all-time-and-what-investors-should-watch-april-2024/) - Dave Daglio speaks with Opening Bell Daily about the potential risks of Federal Reserve policy, warning that the Fed could be approaching “the greatest policy error of all time,” and outlines key indicators investors should monitor in response.
- [TwinFocus Global Research Team Note: Modern Monetary Theory, Fact or Folly?](https://twinfocus.com/article/twinfocus-research-note-mmt-april-2024/) - **Excerpt for Blog Title:** *Modern Monetary Theory, Fact or Folly?* explores the principles and implications of Modern Monetary Theory (MMT) in today’s economic landscape. The TwinFocus Global Research Team examines its potential impact on fiscal policy, inflation, and investment strategy, helping investors separate theory from practical market realities.
- [Managing Partner and General Counsel, John Pantekidis, speaks with Fortune about why UHNWI are flocking to the state of Florida](https://twinfocus.com/article/managing-partner-and-general-counsel-john-pantekidis-speaks-with-fortune-about-why-uhnwi-are-flocking-to-the-state-of-florida-april-2024/) - TwinFocus Managing Partner and General Counsel **John Pantekidis** shares his insights with Fortune on why ultra-high-net-worth individuals are relocating to the state of Florida, exploring the tax, lifestyle, and financial factors driving the trend.
- [Paul Karger and John Patenkidis co-author in Barron’s, “Fund Managers Need Financial Advisors, Too. How We Help Them.”](https://twinfocus.com/article/paul-karger-and-john-patenkidis-co-author-fund-managers-need-financial-advisors-too-how-we-help-them-in-barrons-april-2024/) - **Paul Karger** and **John Pantekidis** co-author a feature in Barron's titled *“Fund Managers Need Financial Advisors, Too. How We Help Them,”* discussing how tailored advisory services support fund managers in navigating complex investment, tax, and wealth planning decisions.
- [Paul Karger appears on WBZ-CBS Boston to offer guidance on college expenses, including pursuing scholarships and setting up 529 accounts](https://twinfocus.com/article/paul-karger-cfa-appeared-on-wbz-cbs-boston-to-offer-guidance-on-college-expenses-including-pursuing-scholarships-and-setting-up-529-accounts/) - **Paul Karger** appears on WBZ-CBS Boston to provide guidance on managing college expenses, including strategies for pursuing scholarships and leveraging 529 accounts to optimize education savings.
- [Paul Karger speaks with Barron's to discuss ultra-wealthy investors' exposure to Bitcoin amid ETF approvals and recent market highs](https://twinfocus.com/article/paul-karger-speaks-with-barrons-to-discuss-ultra-wealthy-investors-exposure-to-bitcoin-amid-etf-approvals-and-recent-market-highs-march-2024/) - **Paul Karger** shares his insights with Barron's on ultra-wealthy investors’ exposure to Bitcoin, exploring implications of ETF approvals and recent market highs for portfolio positioning and risk management.
- [John Pantekidis speaks with Fortune about ultra-wealthy "taxbirds" flocking to lower-tax states such as Florida, Texas & Tennessee](https://twinfocus.com/article/john-pantekidis-speaks-with-fortune-about-ultra-wealthy-taxbirds-flocking-to-lower-tax-states-such-as-florida-texas-tennessee-februray-2024/) - **John Pantekidis** shares his insights with Fortune on why ultra-wealthy “taxbirds” are relocating to lower-tax states like Florida, Texas, and Tennessee, examining the financial and lifestyle factors driving these moves.
- [John Pantekidis speaks with Fortune about Jeff Bezos' move to Florida and other tax planning considerations for UHNW families moving to states with lower tax burdens](https://twinfocus.com/article/managing-partner-john-pantekidis-speaks-with-fortune-about-jeff-bezos-move-to-florida-and-other-tax-planning-considerations-for-uhnw-families-moving-to-states-with-lower-tax-burdens-february-2024/) - **John Pantekidis** shares his perspective with Fortune on Jeff Bezos’s move to Florida, discussing key tax planning considerations for ultra-high-net-worth families relocating to states with lower tax burdens.
- [Barron’s sits down with Paul Karger to discuss the current housing market amid rising prices and higher interest rates](https://twinfocus.com/article/barrons-sits-down-with-paul-karger-to-discuss-the-current-housing-market-amid-rising-prices-and-higher-interest-rates-february-2024/) - **Paul Karger** shares his insights with Barron's on the current housing market, analyzing the impact of rising home prices and higher interest rates on buyers, sellers, and overall market dynamics.
- [TwinFocus CIO, David Daglio, on Bloomberg TV to discuss his outlook for global markets, insights around rate cuts this year, emerging market trends, and more](https://twinfocus.com/article/twinfocus-cio-david-daglio-on-bloomberg-tv-to-discuss-his-outlook-for-global-markets-insights-around-rate-cuts-this-year-emerging-market-trends-and-more/) - TwinFocus CIO **David Daglio** appears on Bloomberg TV to share his outlook for global markets, insights on potential rate cuts this year, emerging market trends, and other key factors shaping investment strategies.
- [Paul Karger weighs in on the latest MarketWatch Moneyist column around where to invest](https://twinfocus.com/article/paul-karger-weighs-in-on-the-latest-marketwatch-moneyist-column-around-where-to-invest-february-2024/) - **Paul Karger** shares his insights in the latest MarketWatch Moneyist column, offering guidance on where investors might consider allocating capital in today’s market environment.
- [TwinFocus CIO, David Daglio, speaks with MarketWatch to break down market reaction to this week's FOMC meeting](https://twinfocus.com/article/twinfocusf-cio-david-daglio-speaks-with-marketwatch-to-break-down-market-reaction-to-this-weeks-fomc-meeting-february-2023/) - TwinFocus CIO **David Daglio** speaks with MarketWatch to analyze market reactions following this week’s Federal Open Market Committee (FOMC) meeting, providing insights on investor sentiment, interest rate expectations, and portfolio positioning.
- [Paul Karger, CFA, discusses with Barron's various strategies around investing in muni bonds](https://twinfocus.com/article/paul-karger-cfa-sat-down-with-barrons-to-discuss-various-strategies-around-investing-in-muni-bonds-january-2024/) - **Paul Karger, CFA,** shares his insights with Barron's on municipal bond investing, outlining strategies for selecting maturities, managing risk, and optimizing tax-efficient income within diversified portfolios.
- [Paul Karger, CFA spoke with Reuters about Bitcoin ETF trading and client sentiment around the new funds](https://twinfocus.com/article/paul-karger-cfa-spoke-with-reuters-about-bitcoin-etf-trading-and-client-sentiment-around-the-new-funds-january-2024/) - **Paul Karger, CFA** shares his insights with Reuters on Bitcoin ETF trading, discussing investor sentiment and how clients are responding to the launch of these new cryptocurrency-focused funds.
- [We are excited to announce our two latest promotions: Josette Beatrice to Senior Associate and Jonathan Pate to Senior Analyst. Josette is an integral part of our Client Advisory Team, and Jon plays a key role in portfolio analytics and reporting. At TwinFocus, our people are our strength!](https://twinfocus.com/article/https-www-linkedin-com-posts-twin-focus-capital-partners-llc_at-twinfocus-our-people-are-our-strength-activity-7150574477116940289-nk3s/) - We are thrilled to announce two recent promotions at TwinFocus: **Josette Beatrice** to Senior Associate and **Jonathan Pate** to Senior Analyst. Josette has been an integral member of our Client Advisory Team, while Jon plays a key role in portfolio analytics and reporting. At TwinFocus, our people are truly our greatest strength!
- [Paul Karger speaks with The Boston Globe about the recent Bitcoin ETF approvals & future of the financial industry](https://twinfocus.com/article/paul-karger-spoke-with-the-boston-globe-about-the-recent-bitcoin-etf-approvals-future-of-the-financial-industry-january-2024/) - **Paul Karger** shares his perspective with The Boston Globe on the recent Bitcoin ETF approvals and their potential impact on the financial industry, including how these developments may shape investor behavior and market dynamics.
- ["This is a critical time for ultra-high-net-worth individuals...The decisions you make now shape your tax obligations not just for the coming season but potentially for years to come," writes John Pantekidis in Crain Currency](https://twinfocus.com/article/this-is-a-critical-time-for-ultra-high-net-worth-individuals-and-those-who-steward-their-wealth-the-decisions-you-make-now-shape-your-tax-obligations-not-just-for-the-coming-season-but-potentially-fo/) - “This is a critical time for ultra-high-net-worth individuals…the decisions you make now shape your tax obligations not just for the coming season but potentially for years to come,” writes **John Pantekidis** in Crain Currency, highlighting the importance of proactive tax planning and strategic decision-making for long-term wealth preservation.
- [Managing Partner John Pantekidis, CFA, JD, shared his tips for readying a year-end tax and philanthropic strategy with Financial Advisor Magazine](https://twinfocus.com/article/managing-partner-john-pantekidis-cfa-jd-shared-his-tips-for-readying-a-year-end-tax-and-philanthropic-strategy-with-financial-advisor-magazine-december-2023/) - TwinFocus Managing Partner **John Pantekidis, CFA, JD,** shares his insights with Financial Advisor Magazine on preparing year-end tax and philanthropic strategies, including key considerations to help clients maximize giving while optimizing overall tax efficiency.
- [We are happy to announce the promotion of Managing Director, Elizabeth Gardner, to Chief Compliance Officer](https://twinfocus.com/article/we-are-happy-to-announce-the-promotion-of-managing-director-elizabeth-gardner-to-chief-compliance-officer/) - We are pleased to announce the promotion of **Elizabeth Gardner** from Managing Director to Chief Compliance Officer. This well-earned advancement reflects her leadership, expertise, and commitment to maintaining the highest standards of integrity and regulatory excellence at TwinFocus.
- [TwinFocus is a proud finalist for “Best Private Wealth Manager, Client Service” in the With Intelligence Private Asset Management Awards. This recognition underscores our commitment to delivering exceptional service to our clients!](https://twinfocus.com/article/twinfocus-is-a-proud-finalist-for-best-private-wealth-manager-client-service-in-the-with-intelligence-private-asset-management-awards-this-recognition-underscores-our-commitment-to/) - TwinFocus is proud to be named a finalist in the With Intelligence Private Asset Management Awards for **Best Private Wealth Manager, Client Service**. This recognition reflects our ongoing commitment to delivering exceptional service and personalized support to our clients.
- [TwinFocus team gathered for our annual holiday party. What a fantastic evening filled with laughter, good food, and a sense of accomplishment! Together we have achieved great things, and we are excited about the journey ahead. Check out our LI page for more fun photos.](https://twinfocus.com/article/https-www-linkedin-com-posts-twin-focus-capital-partners-llc_the-twinfocus-team-had-a-blast-at-our-annual-activity-7142892082385358849-v2dsutm_sourceshareutm_mediummember_desktop/) - The TwinFocus team recently came together for our annual holiday party—an evening filled with laughter, great food, and a shared sense of accomplishment. We’re proud of all we’ve achieved together and energized for the journey ahead. Visit our LinkedIn page to see more highlights and photos from a wonderful night.
- [David Daglio joins CNBC's "Squawk Box Asia" to discuss the FOMC meeting and investing opportunities amid an uncertain economic climate](https://twinfocus.com/article/david-daglio-joined-cnbcs-squawk-box-asia-to-discuss-the-fomc-meeting-and-investing-opportunities-amid-an-uncertain-economic-climate-december-2023/) - TwinFocus CIO **David Daglio** joins CNBC Squawk Box Asia to discuss the latest FOMC meeting and share insights on potential investment opportunities amid an uncertain economic environment.
- [TwinFocus is proud to have been named to Financial Planning’s 2023 RIA Leaders list. Our growth is a testament to our clients' trust in us and the hard work of our team, and it is an honor to be recognized. (December 2023)](https://twinfocus.com/article/twinfocus-is-proud-to-have-been-named-to-financial-plannings-2023-ria-leaders-list-our-growth-is-a-testament-to-our-clients-trust-in-us-and-the-hard-work-of-our-team-and-it-is-an-honor-to/) - TwinFocus is proud to be named to Financial Planning’s 2023 RIA Leaders list. This recognition reflects the trust of our clients and the dedication of our team, and we are honored to be included.
- [Paul Karger, CFA, echoes late billionaire investor Charlie Munger’s sentiments that extravagant homes can make a person “less happy”](https://twinfocus.com/article/paul-karger-cfa-echoes-late-billionaire-investor-charlie-mungers-sentiments-that-extravagant-homes-can-make-a-person-less-happy-fortune-december-2023/) - **Paul Karger, CFA,** echoes the perspective of Charlie Munger, noting that overly extravagant homes can sometimes detract from overall well-being, and emphasizing a more thoughtful, purpose-driven approach to major lifestyle and wealth decisions.
- [Dave Daglio, CIO of TwinFocus, shared insights on the current economic landscope on CNBC's "Squawk Box Asia"](https://twinfocus.com/article/dave-daglio-cio-of-twinfocus-shared-insights-on-the-current-economic-landscope-on-cnbcs-squawk-box-asia-with-anchors-martin-soong-and-sri-jegarajah-december-2023/) - TwinFocus CIO **Dave Daglio** shared his perspective on the current economic landscape during an appearance on CNBC Squawk Box Asia, discussing key macro trends, market dynamics, and considerations shaping the investment outlook.
- [TwinFocus MP & General Counsel John Pantekidis discusses Section 1202 and what clients should know about the capital gains tax break Financial Advisor Magazine](https://twinfocus.com/article/twinfocus-mp-general-counsel-john-pantekidis-discusses-section-1202-and-what-clients-should-know-about-the-capital-gains-tax-break-financial-advisor-magazine-november-2023/) - TwinFocus Managing Partner and General Counsel **John Pantekidis** shares his insights with Financial Advisor Magazine on Section 1202, outlining what clients should know about the Qualified Small Business Stock (QSBS) capital gains tax exclusion and the key considerations for maximizing this potential benefit.
- [“Should Clients Know Their Advisor's Net Worth?”](https://twinfocus.com/article/should-clients-know-their-advisors-net-worth-fa-mag-november-2023/) - **Excerpt for Blog Title:** *Should Clients Know Their Advisor’s Net Worth?* explores the role of alignment, transparency, and trust in the advisor–client relationship. TwinFocus examines whether personal financial disclosure enhances credibility and what truly matters when evaluating an advisor’s interests, incentives, and long-term partnership mindset.
- [Paul Karger sits down with Ben Fraser on the 'Invest Like a Billionaire Podcast' to discuss portfolio allocation and liquidity for ultra-high-net-worth clients](https://twinfocus.com/article/paul-karger-down-with-ben-fraser-on-the-invest-like-a-billionaire-podcast-to-discuss-portfolio-allocation-and-liquidity-for-ultra-high-net-worth-clients-october-2023/) - Paul Karger joins the Invest Like a Billionaire Podcast with Ben Fraser to discuss portfolio allocation, liquidity management, and key considerations for structuring portfolios for ultra-high-net-worth clients.
- [Wil Ward, Partner, shared his thoughts with GlobeSt on the strength of the commercial real estate market and what's to come for industrial spaces](https://twinfocus.com/article/wil-ward-partner-shared-his-thoughts-with-globest-on-the-strength-of-the-commercial-real-estate-market-and-whats-to-come-for-industrial-spaces-october-2023/) - Wil Ward, Partner at TwinFocus, shares his insights with GlobeSt on the resilience of the commercial real estate market and the outlook for industrial properties, highlighting key trends shaping demand and future growth.
- [David Daglio joins TwinFocus as CIO and Global Strategist](https://twinfocus.com/article/david-daglio-joins-twinfocus-as-cio-and-global-strategist/) - TwinFocus is pleased to announce that **David Daglio** has joined the firm as Chief Investment Officer and Global Strategist, bringing extensive experience and leadership to guide investment strategy and global market insights for clients.
- [Fortune highlights Paul Karger’s advice for a sudden windfall while reporting on the $2B Powerball winner's latest real estate purchase](https://twinfocus.com/article/fortune-highlights-paul-kargers-advice-for-a-sudden-windfall-while-reporting-on-the-2b-powerball-winners-latest-real-estate-purchase-september-2023/) - TwinFocus' Managing Partner, Paul Karger discusses what to do with a sudden lottery windfall.
- [In Barron's, Wes and Paul Karger outline key steps for newly minted IPO millionaires to optimize sudden wealth, grow and protect it for generations to come](https://twinfocus.com/article/ipos-are-back-5-ways-company-founders-can-manage-sudden-wealth-barrons-september-2023/) - After a long lull, the initial public offering market is showing signs of life with a report from EY points to potential for a continued IPO upswing in the latter part of the year. This kind of sudden monetary influx can feel like a blessing, but it’s not without its complications. Advisors are accustomed to helping clients navigate windfalls like inheritances and bonuses, but the stakes are even higher when a corporate executive’s liquidity event turns them into a centimillionaire practically overnight. Typical concerns can become magnified when wealth is so sudden, complex, massive, and public. Careful planning is required to protect and grow a client’s newfound wealth—not just for the individual’s lifetime, but for generations to come.
- [Paul Karger joins Cheddar News to discuss wealth transfer between parents and their children](https://twinfocus.com/article/the-great-wealth-transfer-is-coming-paul-karger-comments-cheddar-news-september-2023/) - Paul Karger, co-founder and managing partner of financial firm TwinFocus, joined Cheddar News to discuss wealth transfer between parents and their children and when it's a good time for a conversation between them.
- ["August Jobs Report Shows Pace of Hiring Continues to Ease: What the Experts Are Saying"](https://twinfocus.com/article/august-jobs-report-shows-pace-of-hiring-continues-to-ease-what-the-experts-are-saying-kiplinger-september-2023/) - **Excerpt for Blog Title:** *August Jobs Report Shows Pace of Hiring Continues to Ease: What the Experts Are Saying* examines the latest labor market data and what moderating job growth may signal for the broader economy, Federal Reserve policy, and investor positioning. TwinFocus highlights key takeaways and the potential market implications as economic momentum begins to cool.
- [Helping a Tech Entrepreneur Navigate Sudden and Significant Wealth](https://twinfocus.com/article/helping-a-tech-entrepreneur-navigate-sudden-and-significant-wealth/) - **Excerpt for Blog Title:** *Helping a Tech Entrepreneur Navigate Sudden and Significant Wealth* examines the financial and personal complexities that often follow a major liquidity event. TwinFocus highlights key considerations—from diversification and tax strategy to governance and long-term planning—designed to help founders transition from wealth creation to thoughtful wealth preservation and stewardship.
- ["I grew up dirt-poor: I am 43 and have $2.5 million in stocks and an IRA. Can I retire early?"](https://twinfocus.com/article/i-grew-up-dirt-poor-i-am-43-and-have-2-5-million-in-stocks-and-an-ira-can-i-retire-early-marketwatch-august-2023/) - Paul Karger, co-founder and managing partner of TwinFocus, a wealth advisory firm in Boston disusses retiring early and the risks involved.
- ["Are Tax Havens Susceptible (or Immune) to Covid?"](https://twinfocus.com/article/are-tax-havens-susceptible-or-immune-to-covid-bloomberg-tax-july-2020/) - TwinFocus' Andrew Sams discusses the impact of Covid on Tax Havens.
- ["How the Structures of Family Offices are Evolving to Meet the Growing Needs of The UHNW"](https://twinfocus.com/article/how-the-structures-of-family-offices-are-evolving-to-meet-the-growing-needs-of-the-uhnw-fon-december-2020/) - Paul and Wes Karger discuss the new multi-single family office approach.
- ["A Multi-Family Office Winning Business from Single-Family Offices."](https://twinfocus.com/article/a-multi-family-office-winning-business-from-single-family-offices-family-capital-may-2020/) - A Multi-Family Office Winning Business from Single-Family Offices explores the factors driving some families to transition from single-family structures to the multi-family office model. TwinFocus examines the potential advantages—including institutional resources, broader expertise, operational efficiency, and cost scalability—while highlighting key considerations for families evaluating the shift.
- ["Tax Contagion: Funding Covid in the U.K."](https://twinfocus.com/article/tax-contagion-funding-covid-in-the-u-k-bloomberg-tax-jan-2021/) - TwinFocus' Andrew Sams discusses funding Covid in the U.K.
- [TwinFocus' Paul Karger discusses U.S. debt-ceiling negotiations on Bloomberg Radio](https://twinfocus.com/article/twinfocus-paul-karger-discusses-u-s-debt-ceiling-negotiations-on-bloomberg-radio-august-2023/) - Paul Karger, Co-Founder and Managing Partner at TwinFocus, discusses U.S debt-ceiling negotiations and market impact. He spoke with host Doug Krizner on "Bloomberg Daybreak Asia."
- ["Mega Millions jackpot climbs to record $1.55 billion"](https://twinfocus.com/article/mega-millions-jackpot-climbs-to-record-1-55-billion-cbs-news-august-2023/) - Mega Millions jackpot hits a record...what to do if you win!
- ["I like Warren Buffett’s approach — keep investing and just believe in America: I’m about to retire. How do I invest a $400K windfall?"](https://twinfocus.com/article/i-like-warren-buffetts-approach-keep-investing-and-just-believe-in-america-im-about-to-retire-how-do-i-invest-a-400k-windfall/) - Paul Karger quoted in MarketWatch
- [TwinFocus' John Pantekidis discusses the Markets on Bloomberg Radio](https://twinfocus.com/article/twinfocus-john-pantekidis-on-the-markets-audio-july-2023/) - Managing Partner, John Pantekidis discusses the latest market trends on Bloomberg radio.
- ["You won the lottery or inherited a fortune. Now what?"](https://twinfocus.com/article/you-won-the-lottery-or-inherited-a-fortune-now-what-july-2023/) - Paul Karger discusses what to do with a windfall.
- ["New York’s Empty Office Buildings Lure Rich Families Hunting Bargains"](https://twinfocus.com/article/paul-karger-discusses-the-new-york-real-estate-market-may-2023/) - New York’s Empty Office Buildings Lure Rich Families Hunting Bargains explores the growing interest among private investors in distressed commercial real estate opportunities in New York City. TwinFocus examines the risks, potential value, and key considerations for families evaluating opportunistic investments in a challenged office market.
- ["My husband and I are 64. We have $1.5 million in retirement accounts. He wants to travel. I’m more cautious. Who’s right?"](https://twinfocus.com/article/paul-karger-discusses-retirement-planning-july-2023/) - Paul Karger discusses retirement planning on MarketWatch.com
- [Paul Karger, Co-Founder and MP at TwinFocus, discusses U.S debt-ceiling negotiations on Bloomberg Radio](https://twinfocus.com/article/paul-karger-on-bloomberg-radio-may-2023/) - Managing Partner Paul Karger shares his thoughts on the debt ceiling standoff, inflation, and Fed Policy.
- [TwinFocus' John Pantekidis shares thoughts on economic trends on SiriusXM’s Wharton Business Daily](https://twinfocus.com/article/siriusxms-wharton-business-daily-may-2023/) - Managing Partner John Pantekidis shares his thoughts on the latest economic trends.
- [Supporting a Family’s Foray into Real Estate Investing](https://twinfocus.com/article/supporting-a-familys-foray-into-real-estate-investing/) - Supporting a Family’s Foray into Real Estate Investing explores how first-time real estate investors can approach the asset class with discipline and clarity. TwinFocus outlines key considerations—from market selection and deal structure to financing, risk management, and integration within the broader portfolio—to help ensure real estate investments support long-term wealth objectives.
- ["Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank"](https://twinfocus.com/article/some-advisors-tell-clients-to-limit-bank-deposits-to-250k-per-bank-financial-advisor-magazine-2023/) - Some Advisors Tell Clients to Limit Bank Deposits to $250K Per Bank explores the rationale behind deposit limits in light of FDIC insurance thresholds and recent banking sector concerns. TwinFocus examines strategies for managing cash safely and efficiently, including diversification across institutions and alternative vehicles to balance liquidity, security, and yield.
- [Supporting a Client Through Land Development](https://twinfocus.com/article/supporting-a-client-through-land-development/) - Supporting a Client Through Land Development examines the strategic, financial, and operational considerations involved in a land development project. TwinFocus outlines how comprehensive planning, risk assessment, capital structuring, and ongoing oversight can help clients navigate complexity while aligning the project with broader wealth and portfolio objectives.
- [Strengthening and Growing a Robust Portfolio](https://twinfocus.com/article/strengthening-and-growing-a-robust-portfolio/) - Strengthening and Growing a Robust Portfolio explores the principles of disciplined portfolio construction, emphasizing diversification, risk management, and active monitoring. TwinFocus outlines how a strategic, long-term approach can help investors navigate changing market conditions while positioning portfolios for resilience and sustainable growth.
- [TwinFocus’ Multi-Faceted Philanthropic Approach](https://twinfocus.com/article/twinfocus-multifaceted-philanthropic-approach/) - TwinFocus’ Multi-Faceted Philanthropic Approach explores how thoughtful charitable planning can be integrated into a broader wealth strategy. TwinFocus highlights a range of giving vehicles and structures—designed to maximize impact, enhance tax efficiency, and align philanthropy with each family’s values, legacy goals, and long-term financial plan.
- [The TwinFocus Total Balance Sheet Approach](https://twinfocus.com/article/the-twinfocus-total-balance-sheet-approach/) - The TwinFocus Total Balance Sheet Approach outlines a comprehensive framework for evaluating a family’s full financial picture—across liquid assets, private investments, operating businesses, real estate, liabilities, and future obligations. TwinFocus explains how an integrated balance sheet perspective enhances risk management, improves capital allocation decisions, and supports long-term wealth preservation and growth.
- [Direct Investments](https://twinfocus.com/article/direct-investments/) - Direct Investments* explores the role of direct investing as a way to access differentiated opportunities, enhance control, and potentially improve net returns. TwinFocus examines key considerations—including sourcing, due diligence, governance, and risk management—when evaluating direct investments within a diversified portfolio.
- [Responsible Investing Within a Family Private Foundation Setting](https://twinfocus.com/article/responsible-investing-within-a-family-private-foundation-setting/) - Responsible Investing Within a Family Private Foundation Setting* explores how families can align their investment portfolios with their philanthropic mission. TwinFocus examines strategies for integrating environmental, social, and governance considerations while maintaining prudent oversight, preserving capital, and supporting long-term charitable impact.
- [Consolidating a New Client’s Financial Life and Setting the Stage for Efficient Wealth Management](https://twinfocus.com/article/consolidating-a-new-clients-financial-life-and-setting-the-stage-for-efficient-wealth-management/) - Consolidating a New Client’s Financial Life and Setting the Stage for Efficient Wealth Management* explores the process of organizing complex accounts, entities, and investments into a unified framework. TwinFocus outlines how thoughtful consolidation can improve transparency, streamline reporting, enhance risk oversight, and create a stronger foundation for long-term planning and decision-making.
- [Full-Service M&A Support for an Insurance Leader](https://twinfocus.com/article/full-service-ma-support-for-an-insurance-leader/) - Full-Service M&A Support for an Insurance Leader examines how comprehensive advisory services can guide complex mergers and acquisitions in the insurance sector. TwinFocus highlights strategic planning, due diligence, capital structuring, and risk management approaches that help clients navigate transactions while aligning with long-term business and wealth objectives.
- [Educating the Next Generation to be Responsible with Wealth](https://twinfocus.com/article/educating-the-next-generation-to-be-responsible-with-wealth/) - Educating the Next Generation to Be Responsible with Wealth explores strategies for teaching financial literacy, stewardship, and values-driven decision-making to heirs. TwinFocus examines how families can prepare the next generation to manage wealth thoughtfully, align with family goals, and sustain long-term legacy and impact.
- [The 2022 Spear’s Wealth Management Index: TwinFocus is nominated for Family Office Services Provider of the Year](https://twinfocus.com/article/https-spearswms-com-awards-events-2022-spears-awards-shortlists/) - TwinFocus is honored to be nominated in Spear's Wealth Management Index for Family Office Services Provider of the Year, a recognition that reflects our commitment to delivering comprehensive, high-quality service to ultra-high-net-worth families.
- ["Family Office Profile - Wes & Paul Karger"](https://twinfocus.com/article/family-office-profile-wes-paul-karger-fon-magazine-spring-2022/) - An interview with Paul and Wes Karger, TwinFocus Family Office
- ["I'm an Asset Manager of a Multibillion-Dollar Portfolio. Here are the Best Financial Habits I've Learned from my Ultrawealthy Clients."](https://twinfocus.com/article/im-an-asset-manager-of-a-multibillion-dollar-portfolio-here-are-the-best-financial-habits-ive-learned-from-my-ultrawealthy-clients-business-insider-2022/) - I’m an Asset Manager of a Multibillion-Dollar Portfolio. Here Are the Best Financial Habits I’ve Learned from My Ultrawealthy Clients explores the disciplined practices that help ultra-high-net-worth individuals preserve and grow wealth. TwinFocus highlights habits around strategic diversification, proactive tax planning, long-term thinking, and maintaining liquidity to navigate both opportunities and market volatility.
- ["Celebrity Estates: DMX and Planning for Blended Families"](https://twinfocus.com/article/celebrity-estates-dmx-and-planning-for-blended-families-celebrity-estates-podcast-2022/) - Celebrity Estates: DMX and Planning for Blended Families explores the unique estate planning challenges faced by blended families, using the late DMX as a case study. TwinFocus discusses strategies for balancing equitable inheritance, managing complex family dynamics, and ensuring long-term wealth preservation.
- ["Celebrity Estates Podcast: Elon Musk's Charitable Limits"](https://twinfocus.com/article/celebrity-estates-podcast-elon-musks-charitable-limits-wealthmanagement-com-2022/) - Celebrity Estates Podcast: Elon Musk’s Charitable Limits explores the philanthropic approach of Elon Musk, examining how ultra-high-net-worth individuals structure giving, set limits, and balance personal wealth with charitable impact. TwinFocus discusses lessons for families and advisors navigating complex estate and philanthropic planning.
- ["Families Embrace Sustainable ESG Investing as a Business Opportunity and a Family Value"](https://twinfocus.com/article/families-embrace-sustainable-esg-investing-as-a-business-opportunity-and-a-family-value-campden-fb-2021/) - Families Embrace Sustainable ESG Investing as a Business Opportunity and a Family Value explores how ultra-high-net-worth families are integrating environmental, social, and governance principles into their investment strategies. TwinFocus examines ways to align financial returns with family values, drive positive impact, and create a legacy through sustainable investing.
- ["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"](https://twinfocus.com/article/the-cofounder-and-the-investing-chief-of-a-multi-billion-dollar-family-office-for-the-ultra-wealthy-share-3-trades-theyre-making-to-protect-clients-portfolios-from-rising-inflation-or/) - The Cofounder and the Investing Chief of a Multi-Billion Dollar Family Office Share 3 Trades to Navigate Inflation explores strategies used by ultra-high-net-worth advisors to protect portfolios from rising inflation while capturing potential upside. TwinFocus highlights asset allocation, sector positioning, and alternative investments designed to preserve wealth and generate returns in an inflationary environment.
- ["A Billion-Dollar Money Management Firm Says its Clients Make the Most Passive Income from 3 Sources"](https://twinfocus.com/article/a-billion-dollar-money-management-firm-says-its-clients-make-the-most-passive-income-from-3-sources-business-insider-2021/) - A Billion-Dollar Money Management Firm Says Its Clients Make the Most Passive Income from 3 Sources explores the primary avenues through which ultra-high-net-worth individuals generate steady, recurring income. TwinFocus highlights strategies involving dividends, interest, and alternative income streams, emphasizing diversification and long-term portfolio stability.
- ["What Have Joe Biden's First 100 Days Meant For Families?"](https://twinfocus.com/article/have-have-joe-bidens-first-100-days-meant-for-families-campden-fb-2021/) - What Have Joe Biden’s First 100 Days Meant for Families? explores the early policy actions of Joe Biden and their potential implications for taxes, regulation, and long-term wealth planning. TwinFocus examines key considerations for families seeking to stay proactive and adaptable amid evolving policy priorities.
- ["More Family Offices are Investing in Crypto as Millennial Heirs Take a Seat at the Table and Banks Hop on the Bitcoin Bandwagon"](https://twinfocus.com/article/more-family-offices-are-investing-in-crypto-as-millennial-heirs-take-a-seat-at-the-table-and-banks-hop-on-the-bitcoin-bandwagon-business-insider-2021/) - More Family Offices Are Investing in Crypto as Millennial Heirs Take a Seat at the Table explores the growing institutional interest in digital assets, driven by generational shifts and increasing adoption across the financial industry. TwinFocus examines the opportunities, risks, and governance considerations for families evaluating cryptocurrency within a diversified portfolio.
- ["What Will The Biden Tax Plan Mean For Wealthy Business Families?"](https://twinfocus.com/article/what-will-the-biden-tax-plan-mean-for-wealthy-business-families-campden-fb-2021/) - What Will the Biden Tax Plan Mean for Wealthy Business Families? explores the potential implications of proposed tax changes on business owners and multi-generational family enterprises. TwinFocus examines planning strategies to manage estate exposure, optimize ownership structures, and preserve long-term family wealth amid evolving policy considerations.
- ["Adelson’s Empire Passes to Widow, With His Longtime Lieutenant in Charge"](https://twinfocus.com/article/adelsons-empire-passes-to-widow-with-his-longtime-lieutenant-in-charge-bloomberg-2021/) - Adelson’s Empire Passes to Widow, With His Longtime Lieutenant in Charge examines the leadership and governance transition following the passing of Sheldon Adelson. TwinFocus explores the broader implications for succession planning, continuity, and stewardship as significant family-owned enterprises transition across generations.
- ["How to Nail Your Succession Planning, and How What Will Change in the Biden Era"](https://twinfocus.com/article/how-to-nail-your-succession-planning-and-how-what-will-change-in-the-biden-era-business-insider-2020/) - How to Nail Your Succession Planning—and What Could Change in the Biden Era explores how potential tax and policy shifts may affect estate planning strategies. TwinFocus outlines key steps families can take now to structure effective succession plans, enhance tax efficiency, and preserve flexibility amid an evolving legislative landscape.
- ["Where to Invest $1 Million Right Now."](https://twinfocus.com/article/where-to-invest-1-million-right-now-bloomberg-2020/) - Where to Invest $1 Million Right Now explores how investors can thoughtfully allocate capital in today’s market environment. TwinFocus examines the importance of diversification across asset classes, balancing growth and income, and aligning portfolio construction with long-term objectives, risk tolerance, and liquidity needs.
- ["Prudence Urged As Families Transfer Wealth Ahead of the Biden Blue Wave."](https://twinfocus.com/article/prudence-urged-as-families-transfer-wealth-ahead-of-the-biden-blue-wave-campden-fb-2020/) - Prudence Urged as Families Transfer Wealth Ahead of Potential Policy Changes explores the importance of proactive estate and tax planning amid shifting political and legislative uncertainty. TwinFocus examines strategies families may consider to transfer wealth efficiently while preserving flexibility and aligning with long-term legacy objectives.
- ["Here’s Why Rich Kids Could Get Hundreds of Billions From Their Parents if Biden Wins."](https://twinfocus.com/article/heres-why-rich-kids-could-get-hundreds-of-billions-from-their-parents-if-biden-wins-cnbc-2020/) - Here’s Why Rich Kids Could Receive Hundreds of Billions From Their Parents if Policy Changes Emerge explores how potential tax and estate law shifts may accelerate intergenerational wealth transfers. TwinFocus examines the planning strategies families may consider to act proactively, preserve flexibility, and align wealth transfers with long-term legacy and tax efficiency goals.
- ["Why Succession Planning In A Pandemic Is A Once-In-A-Generation Opportunity To Transfer Wealth."](https://twinfocus.com/article/why-succession-planning-in-a-pandemic-is-a-once-in-a-generation-opportunity-to-transfer-wealth-campden-fb-2020/) - Why Succession Planning in a Pandemic Is a Once-in-a-Generation Opportunity to Transfer Wealth explores how market dislocation, low interest rates, and favorable valuation conditions created a unique window for tax-efficient wealth transfer. TwinFocus examines the planning strategies families can use to shift assets across generations while aligning long-term legacy, governance, and estate objectives.
- ["More Wealthy Families Are Throwing a Lifeline to Distressed Businesses."](https://twinfocus.com/article/more-wealthy-families-are-throwing-a-lifeline-to-distressed-businesses-the-new-york-times-2020/) - More Wealthy Families Are Throwing a Lifeline to Distressed Businesses explores the growing role of private family capital in providing rescue financing and strategic support to challenged companies. TwinFocus examines the potential opportunities, risks, and due diligence considerations for families pursuing distressed and special situations investing.
- ["For Some Family Offices, Now Is the 'Buying Opportunity of a Century' When It Comes to CRE."](https://twinfocus.com/article/for-some-family-offices-now-is-the-buying-opportunity-of-a-century-when-it-comes-to-cre-national-real-estate-investor-2020/) - For Some Family Offices, Now Is the “Buying Opportunity of a Century” for Commercial Real Estate explores why market dislocation is creating compelling entry points in commercial real estate. TwinFocus examines the risks, capital requirements, and underwriting discipline needed for families evaluating opportunistic CRE investments in a shifting economic environment.
- ["US to UK: Why the Karger brothers of TwinFocus Capital opened their second family office in London."](https://twinfocus.com/article/us-to-uk-why-the-karger-brothers-of-twinfocus-capital-opened-their-second-family-office-in-london-campden-fb-2020/) - US to UK: Why the Karger Brothers of TwinFocus Capital Opened Their Second Family Office in London explores the strategic rationale behind expanding into the London market. TwinFocus highlights how a global presence enhances service for internationally based families, supports cross-border planning, and strengthens the firm’s ability to address the complex needs of ultra-high-net-worth clients.
- ["A Philanthropist’s Dilemma In The Post-COVID World: Creating The Biggest Impact."](https://twinfocus.com/article/a-philanthropists-dilemma-in-the-post-covid-world-creating-the-biggest-impact-forbes-2020/) - A Philanthropist’s Dilemma in the Post-COVID World: Creating the Biggest Impact explores how donors are rethinking their giving strategies in response to evolving social needs and a shifting nonprofit landscape. TwinFocus examines approaches to prioritization, due diligence, and impact measurement to help philanthropists deploy capital effectively and align their giving with long-term mission and values.
- ["Boomers Start Giving Children’s Inheritance To Charity."](https://twinfocus.com/article/boomers-start-giving-childrens-inheritance-to-charity-forbes-2020/) - Boomers Start Giving Children’s Inheritance to Charity explores the growing trend of philanthropic wealth transfers, as many families prioritize charitable impact alongside—or instead of—traditional inheritance. TwinFocus examines the planning strategies, tax considerations, and family governance discussions that can help align giving with long-term values and legacy goals.

## People

- [Catherine Fraga](https://twinfocus.com/who/team/catherine-clough/)
- [Noah Van Schalkwyk](https://twinfocus.com/who/team/noah-van-schalkwyk/)
- [Christopher Schleer](https://twinfocus.com/who/team/christopher-schleer/)
- [Patricia Halliday](https://twinfocus.com/who/team/patricia-halliday/)
- [William Waldrip](https://twinfocus.com/who/team/william-waldrip/)
- [Amy Dalmanieras](https://twinfocus.com/who/team/amy-dalmanieras/)
- [Matthew O'Donnell](https://twinfocus.com/who/team/matthew-odonnell/)
- [Samentha Fanfan](https://twinfocus.com/who/team/samentha-fanfan/)
- [Paul Karger, CFA®](https://twinfocus.com/who/team/paul-karger/)
- [Andreas Migliaccio, CFA®](https://twinfocus.com/who/team/andreas-migliaccio/)
- [Josh Kazlauskas, CFA®, MBA](https://twinfocus.com/who/team/josh-kazlauskas-cfa-mba/)
- [Jonathan Pate](https://twinfocus.com/who/team/jonathan-pate/)
- [Lindsey Mapes](https://twinfocus.com/who/team/lindsey-mapes/)
- [Nathan Williams](https://twinfocus.com/who/team/nathan-williams/)
- [John Pantekidis, JD, LLM, CFA®](https://twinfocus.com/who/team/john-pantekidis/)
- [John Pantekidis, JD, LLM, CFA®](https://twinfocus.com/who/team/john-pantekidis-jd-llm-cfa_tfrp/)
- [Henry Mooers](https://twinfocus.com/who/team/henry-mooers/)
- [Jonathan Perry](https://twinfocus.com/who/team/jonathan-perry/)
- [Jonathan Perry](https://twinfocus.com/who/team/jonathan-perry-tfrp/)
- [Michael Gibbons, CFA®, CFP®](https://twinfocus.com/who/team/michael-gibbons-cfa-cfp/)
- [Alexander Lenci](https://twinfocus.com/who/team/alexander-lenci/)
- [Wendy Karkoska, CFP®, CRPC®](https://twinfocus.com/who/team/wendy-karkoska/)
- [Juana Arias](https://twinfocus.com/who/team/juana-arias/)
- [Laurence Grosbaum, CFA®, CPA](https://twinfocus.com/who/team/laurence-grosbaum-cpa-cfa/)
- [Matthew Marsallo](https://twinfocus.com/who/team/matthew-marsallo/)
- [Jeffrey Heisler, PhD, CFA®](https://twinfocus.com/who/team/jeffrey-heisler-phd-cfa/)
- [Gabrielle Cyr, MBA](https://twinfocus.com/who/team/gabrielle-cyr-mba/)
- [John Barooshian](https://twinfocus.com/who/team/john-barooshian/)
- [Debora Ribeiro](https://twinfocus.com/who/team/debora-ribeiro/)
- [Daniel Finger](https://twinfocus.com/who/team/daniel-finger/)
- [Ona Vredenburg, CFP®](https://twinfocus.com/who/team/ona-vredenburg/)
- [Sam Kennedy](https://twinfocus.com/who/team/sam-kennedy/)
- [Meredith Whittaker](https://twinfocus.com/who/team/meredith-whittaker/)
- [J. Kyle Bass](https://twinfocus.com/who/team/j-kyle-bass/)
- [Peter F. Valhouli-Farb](https://twinfocus.com/who/team/peter-f-valhouli-farb/)
- [Paul Thompson, MBA](https://twinfocus.com/who/team/paul-thompson-mba/)
- [Bryan Guzman](https://twinfocus.com/who/team/bryan-guzman/)
- [Carl Bradshaw](https://twinfocus.com/who/team/carl-bradshaw/)
- [Brett Feldman](https://twinfocus.com/who/team/brett-feldman/)
- [Kimberly Li](https://twinfocus.com/who/team/kimberly-li/)
- [Wesley Karger, CFA®](https://twinfocus.com/who/team/wesley-karger/)
- [Wesley Karger, CFA®](https://twinfocus.com/who/team/wesley-karger-tfrp/)
- [William Ward, MBA](https://twinfocus.com/who/team/william-ward-mba/)
- [William Ward, MBA](https://twinfocus.com/who/team/william-ward-mba-2/)
- [Paul Karger, CFA®](https://twinfocus.com/who/team/paul-karger-cfa-tfrp/)
- [Matt Perra](https://twinfocus.com/who/team/matt-perra/)
- [Broderick Gardner](https://twinfocus.com/who/team/broderick-gardner/)

## Categories

- [Uncategorized](https://twinfocus.com/category/uncategorized/)
- [In The News](https://twinfocus.com/category/twinfocus-news/) - A review of the markets on a monthly basis
- [TwinFocus Insights](https://twinfocus.com/category/twinfocus-insights/)
- [TwinFocus Updates](https://twinfocus.com/category/twinfocus-updates/)
- [Videos](https://twinfocus.com/category/video/)

## Departments

- [Executive Management](https://twinfocus.com/department/executive-management/)
- [Portfolio Management](https://twinfocus.com/department/portfolio-management/)
- [Firm Operations](https://twinfocus.com/department/firm-operations/)
- [Real Estate](https://twinfocus.com/department/real-estate/)
- [Compliance](https://twinfocus.com/department/compliance/)
- [Technology](https://twinfocus.com/department/technology/)
- [Family Office Management Team](https://twinfocus.com/department/family-office-management-team/)
- [Speakers](https://twinfocus.com/department/speakers/)
- [Family Office Accounting Team](https://twinfocus.com/department/family-office-accounting-team/)
- [Investment Team](https://twinfocus.com/department/investment-team/)
- [Finance & Operations](https://twinfocus.com/department/finance-operations/)