Conversation starters and thought provokers

John Pantekidis was featured in Fortune’s latest look at how state tax poli... John Pantekidis was featured in Fortune’s latest look at how state tax policy is shaping where the ultra-wealthy choose to live. The piece by Sydney Lake examines Jeff Bezos’s record $63 million sale of his Hunts Point home and his move to Miami, a move that came before Washington passed a new 9.9% tax on household income above $1 million, now facing a repeal vote on the Nov. 3 ballot. Read More

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

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

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

TwinFocus' John Pantekidis, CFA, JD shares his views on the costs involved ... TwinFocus' John Pantekidis, CFA, JD shares his views on the costs involved in creating an ETF in Cheryl Winokur Munk's latest piece on CNBC.com. Read More