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May 2025In The News

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.

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May 2025TwinFocus Updates

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.

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May 2025TwinFocus Updates

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!

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April 2025TwinFocus Insights

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……

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April 2025TwinFocus Insights

1Q-2025 Commentary: The Global Reconfiguration: Navigating Trade Tensions and Regime Change

TwinFocus_MarketCommentary_Q2-2025…

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April 2025TwinFocus Insights

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.

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April 2025In The News

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.

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April 2025TwinFocus Insights

TwinFocus Research / Municipal Bonds: Navigating Policy Shifts, Resilient Yields, and Tax-Exemption Crossroads

Municipal Bonds: Navigating Policy Shifts, Resilient Yields, and Tax-Exemption Crossroads Recent volatility in the municipal bond market has understandably raised concerns among investors. Despite these fluctuations, we believe the fundamental credit quality of municipal bonds remains robust, and current conditions……

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April 2025In The News

John Pantekidis shares with Bloomberg his thoughts in the latest piece, “What to Do with Your Money Right Now as Tariffs Reshape Markets.”

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April 2025In The News

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.

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April 2025TwinFocus Insights

U.S. Trade Policy in Focus: Understanding the Historical, Forward Looking, and Market Impacts on Global Commerce and Asset Classes

Executive Summary This paper analyzes tariffs, their historical context, advantages, disadvantages, and alternative policy measures. President Trump intends to use tariffs as a tool for economic policy and national security, aiming to increase revenues, lower trade deficits, and enhance US leverage.……

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April 2025In The News

John Pantekidis shares his thoughts in FA Magazine about the current confusion around tax season – including filing extensions and the taxation of crypto profits.

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March 2025In The News

MarketWatch asked TF Managing Partner, Paul Karger, where he would invest $10K right now. Check out his advice.

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March 2025In The News

John Pantekidis’ commentary in Financial Advisor Magazine provides a valuable perspective on the IRS’s new reporting requirements and its impact on investors.

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March 2025TwinFocus Insights

Following the Munich Security Conference, we explore the striking parallels between two moments in history and the implications for global stability and democracy.

Munich in February In February, we witnessed very eerie undertones of a history that is rhyming, if not actually repeating, much to Mark Twain’s chagrin.  At the center of this de ja vu moment, is Munich, Germany, which hosted the……

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March 2025TwinFocus Insights

Manifesto: Research Investment Process White Paper Series

Manifesto Introduction Our investment goal at TwinFocus is to generate superior risk-adjusted returns for our clients. Our investment research process is our key tool supporting this objective. We believe it is possible to generate superior returns, but it requires a……

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March 2025TwinFocus Updates

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

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March 2025TwinFocus Updates

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 presence and participation made the week truly memorable. The summit was a tremendous success, largely due to their enthusiasm and engagement of the attendees. We were honored to welcome Governor Chris Sununu, Steve Jang, and Dean Kamen as our special guests, who shared their insights during our evening dinners. We’re thrilled that new connections were formed and existing relationships were strengthened. The TwinFocus team is already looking ahead to the 2026 Alpine Summit—stay tuned for more details!

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March 2025TwinFocus Insights

TwinFocus Managing Director, Jeffrey Heisler, discusses the insurance-linked securities (ILS) market with Chin Liu of Amundi Pioneer.

TwinFocus Managing Director, Jeffrey Heisler, discusses the insurance-linked securities (ILS) market with Chin Liu of Amundi Pioneer. They cover the role of catastrophe bonds in transferring risks into securities, recent market trends, and strong returns in 2023-2024 driven by premium increases.……

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February 2025TwinFocus Updates

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.

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February 2025TwinFocus Insights

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……

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January 2025In The News

“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

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January 2025In The News

Paul Karger weighs in on growth and innovation in private markets driven by family offices in the Financial Times’s publication, Professional Wealth Management.

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January 2025In The News

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.

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January 2025TwinFocus Insights

Winds of Change: An Update on the ILS Markets

2024 YEAR In Review Insurance-linked Securities (ILS) markets and strategies performed well in 2024, the result of higher premiums and below average total insured damages despite above average activity during hurricane season.  The Swiss Re CAT Bond TR Indes, which……

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January 2025TwinFocus Insights

4Q-2024 Commentary: Echoes of Bubbles Past

Echos of Bubbles Past: Q4 Market Signals to Watch In each of our quarterly letters, we highlight what we believe is topical and relevant to our investment outlook and then go a bit deeper. This quarter, we are curious about……

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January 2025TwinFocus Updates

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!

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January 2025TwinFocus Insights

Key Family Office Risks (& Opportunities) in 2025

Introduction With the explosion in the number of family offices around the world due to the proliferation of wealth concentrated among global ultra-high net worth families, TwinFocus remains keen on identifying secular trends that impact ultra-high net worth families, as……

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December 2024In The News

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.

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December 2024In The News

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

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November 2024TwinFocus Insights

Tax & Wealth Structuring | Post-Election Legislative Analysis & Discussion

Introduction Given the results of the Republican “trifecta” (Republican sweep of the Presidency, Senate and House) in the most recent presidential elections, President Trump and the Republican-controlled Congress maintain the ability to enact significant changes to tax policy and legislation……

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November 2024TwinFocus Insights

Emerging Markets | China – Is This Time Different?

  INTRODUCTION On September 24, 2024, China announced a major stimulus package, its largest since the pandemic, pledging to ramp up fiscal support. The package aimed to address the country’s slowing economic growth and declining consumer confidence. Key measures included……

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November 2024TwinFocus Updates

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.

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November 2024TwinFocus Updates

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.

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October 2024In The News

Paul Karger joins BNN Bloomberg to share his perspective on earnings season thus far, and how the election could impact equities.

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October 2024In The News

John Pantekidis speaks with Finanical Advisor Magazine to discuss tax management strategies when in retirement

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October 2024In The News

John Pantekidis, MP of TwinFocus, speaks with Business Insider on the various sophisticated tax strategies investors can implement to reduce capital gains taxes.

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October 2024In The News

Paul Karger speaks with Professional Wealth Management (PWM) about the current state of the real-estate market and tax advantages for investors.

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October 2024TwinFocus Insights

3Q-2024 Commentary: Recession Concerns and Caution Ahead

In each of our quarterly letters, we highlight a topic we believe is underappreciated by the market and dive deeper into its implications. This quarter, we explore why gold investors are often disparagingly referred to as “bugs” and what that……

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October 2024TwinFocus Updates

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.

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October 2024In The News

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.

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September 2024TwinFocus Insights

JPOW: Everything Is “Fine”

Chairman Powell commented on September 18th during the FOMC news conference, “The U.S. Economy is basically fine if you talk to… business people who are actually out there doing business.” Janet Yellen, the former Fed chair, and current Treasury secretary,……

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September 2024TwinFocus Updates

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.

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September 2024In The News

Ahead of rate cuts from the Federal Reserve, TwinFocus Co-Founder and Managing Partner, Paul Karger speaks with MarketWatch to discuss various investment opportunities

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September 2024In The News

Paul Karger discusses how the upcoming presidential election could impact giving and the importance of asset appreciation

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September 2024In The News

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.

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September 2024In The News

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).

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September 2024TwinFocus Insights

Private Equity: No Mas

“No Mas”  Private Equity The TwinFocus research team has met with hundreds of private equity managers over the past decade-plus. We have compared the returns against public peers. We have applied good old common sense. Our views on private equity……

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August 2024TwinFocus Insights

Q2-2024 Commentary: Find Shorter Lines

Experienced market watchers understand the significant impact that understanding boom-bust cycles can have on returns. As Warren Buffett wisely said, one should be ‘greedy when everyone is fearful’. However, as Soros astutely pointed out, investors often shape reality. The example……

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August 2024TwinFocus Updates

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

TwinFocus is proud to sponsor the Women's Foundation of Boston's third annual Make Her Mark event, taking place on September 19.…

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August 2024In The News

Paul Karger speaks with MarketWatch to weigh in on long-term investments amid recent market volatility

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August 2024In The News

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.

In this exclusive interview, Paul Karger shares his insights on the most significant challenges TwinFocus faces while integrating AI into its operations, emphasizing the necessity of human intervention in complex scenarios.…

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June 2024In The News

Dave Daglio speaks to Bloomberg to discuss the recent Apple rally and investor sentiment following the company’s AI strategy announcement

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June 2024TwinFocus Insights

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.

The Year of the Woman 2023 was dubbed the “Year of the Woman” due to series of significant economic, cultural, and social achievements by women that demonstrated their profound influence and leadership across various fields. Female entertainers like Beyonce, Taylor……

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June 2024In The News

Managing Partner and General Counsel John Pantekidis speaks with Financial Advisor Magazine to discuss tax considerations when moving states

States are more aggressively going after the wealth of their former residents, including proceeds from stock transactions, advisors say.…

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June 2024In The News

TwinFocus Co-founder and Managing Partner of TwinFocus, Paul Karger, joins Barron’s Roundtable about the rise of crypto

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June 2024In The News

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

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June 2024In The News

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

Dave Daglio joins CNBC “Squawk Box Asia” to discuss a range of topics including TwinFocus’s…

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May 2024TwinFocus Insights

The Unanswered Questions on the Winners from AI

Introduction For years, AI has been more academically focused as a sector of technology that was always an afterthought. This was the case until a small open-source AI company known mainly for trying to get robots to beat humans at……

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May 2024TwinFocus Updates

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.

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May 2024In The News

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

Dave Daglio joins Seeking Alpha’s Investing Experts podcast to discuss his career journey…

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May 2024In The News

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

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May 2024In The News

“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”

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May 2024TwinFocus Insights

Q1-2024 Commentary: US Exceptionalism

Fortune ran a cover story in February discussing the phenomenal performance of the US post-pandemic and asking the question, “IS THE US EXCEPTIONAL VS THE REST OF THE WORLD?” The Wall Street Journal ran a story on 4/15 with the……

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May 2024In The News

John Pantekidis, CFA and General Counsel, speaks with Financial Advisor Magazine about tax deadline extensions amid the current interest rate environment

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May 2024In The News

TwinFocus CIO, Dave Daglio, speaks with Opening Bell Daily to break down how the tightening of interest rates is impacting consumers and delinquency rates

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April 2024In The News

Paul Karger shares his thoughts with MarketWatch on the advantages of a HELOC, and when it is a better option than a personal loan

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April 2024TwinFocus Updates

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!

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April 2024In The News

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

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April 2024TwinFocus Insights

TwinFocus Global Research Team Note: Modern Monetary Theory, Fact or Folly?

INTRODUCTION We are writing this opinion piece today because we believe that all investors are currently placing their bets, whether passively or actively, on Modern Monetary Theory (MMT) as the new driving force behind economic markets. Investors seem to implicitly……

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April 2024In The News

Managing Partner and General Counsel, John Pantekidis, speaks with Fortune about why UHNWI are flocking to the state of Florida

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April 2024In The News

Paul Karger and John Patenkidis co-author in Barron’s, “Fund Managers Need Financial Advisors, Too. How We Help Them.”

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April 2024In The News

Paul Karger appears on WBZ-CBS Boston to offer guidance on college expenses, including pursuing scholarships and setting up 529 accounts

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March 2024In The News

Paul Karger speaks with Barron’s to discuss ultra-wealthy investors’ exposure to Bitcoin amid ETF approvals and recent market highs

https://www.barrons.com/advisor/articles/bitcoin-cryptocurrency-etf-investing-financial-advisors-5d159168?refsec=the-big-q&mod=topics_the-big-q…

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February 2024In The News

John Pantekidis speaks with Fortune about ultra-wealthy “taxbirds” flocking to lower-tax states such as Florida, Texas & Tennessee

https://fortune.com/2024/02/15/jeff-bezos-amazon-4-billion-money-miami-florida-taxes/?dylan1…

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February 2024In The News

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://fortune.com/2024/02/13/florida-jeff-bezos-600-million-ultra-high-net-worth-individuals-nirvana/…

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February 2024In The News

Barron’s sits down with Paul Karger to discuss the current housing market amid rising prices and higher interest rates

https://www.barrons.com/articles/home-buying-mortgage-rates-high-902649b3…

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February 2024In The News

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://www.bloomberg.com/news/videos/2024-02-08/twinfocus-daglio-on-global-markets-video…

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February 2024In The News

Paul Karger weighs in on the latest MarketWatch Moneyist column around where to invest

https://www.marketwatch.com/story/i-grew-up-pretty-poor-im-getting-an-annual-bonus-after-i-pay-off-my-credit-cards-ill-have-10-000-what-should-i-do-with-it-e4cf56aa?mod=the-moneyist…

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February 2024In The News

TwinFocus CIO, David Daglio, speaks with MarketWatch to break down market reaction to this week’s FOMC meeting

https://www.marketwatch.com/story/s-p-500-futures-bounce-after-two-day-sell-off-as-apple-amazon-and-meta-earnings-loom-c1db8ef1?mod=isabel-wang…

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May 2024TwinFocus Insights

A Market That Wants to Believe: TwinFocus 2023 Year-End Views & 2024 Market Outlook

In a world where belief often shapes reality, akin to a child’s unwavering trust in Santa Claus, the investment landscape is not immune to the power of faith. The recent pivot by the Federal Reserve, reminiscent of only a handful……

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January 2024In The News

Paul Karger, CFA, discusses with Barron’s various strategies around investing in muni bonds

https://www.barrons.com/articles/squeeze-more-yield-municipal-bonds-dbcf79d2…

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January 2024In The News

Paul Karger, CFA spoke with Reuters about Bitcoin ETF trading and client sentiment around the new funds

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January 2024TwinFocus Updates

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!

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January 2024In The News

Paul Karger speaks with The Boston Globe about the recent Bitcoin ETF approvals & future of the financial industry

https://www.bostonglobe.com/2024/01/15/business/crypto-fidelity-blackrock-wall-street/…

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December 2023In The News

“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

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December 2023In The News

Managing Partner John Pantekidis, CFA, JD, shared his tips for readying a year-end tax and philanthropic strategy with Financial Advisor Magazine

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December 2023TwinFocus Updates

We are happy to announce the promotion of Managing Director, Elizabeth Gardner, to Chief Compliance Officer

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December 2023TwinFocus Updates

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!

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December 2023TwinFocus Updates

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://www.linkedin.com/posts/twin-focus-capital-partners-llc_last-week-thetwinfocusteam-gathered-at-activity-7138549918327083009-UEux?utm_source=share&utm_medium=member_desktop…

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December 2023In The News

David Daglio joins CNBC’s “Squawk Box Asia” to discuss the FOMC meeting and investing opportunities amid an uncertain economic climate

https://www.cnbc.com/asia-squawk-box/…

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December 2023TwinFocus Updates

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://www.financial-planning.com/news/ria-leaders-2023-list-of-the-150-largest-fee-only-rias…

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December 2023In The News

Paul Karger, CFA, echoes late billionaire investor Charlie Munger’s sentiments that extravagant homes can make a person “less happy”

https://fortune.com/2023/12/02/charlie-munger-homes-housing-market-luxury-real-estate-warren-buffett/…

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December 2023In The News

Dave Daglio, CIO of TwinFocus, shared insights on the current economic landscope on CNBC’s “Squawk Box Asia”

https://www.cnbc.com/asia-squawk-box/…

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November 2023In The News

TwinFocus MP & General Counsel John Pantekidis discusses Section 1202 and what clients should know about the capital gains tax break Financial Advisor Magazine

https://www.fa-mag.com/news/your-client-may-not-know-about-this-capital-gains-tax-break-75486.html…

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November 2023In The News

“Should Clients Know Their Advisor’s Net Worth?”

https://www.fa-mag.com/news/should-clients-know-their-advisor-s-net-worth-75145.html…

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October 2023In The News

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://podcasts.apple.com/us/podcast/118-investing-like-the-ultra-rich-feat-paul-karger/id1587171662?i=1000632678816…

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October 2023In The News

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://www.globest.com/2023/10/03/kkrs-560m-deal-confirms-strength-of-u-s-industrial-real-estate/?slreturn=20230903114742…

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October 2023TwinFocus Updates

David Daglio joins TwinFocus as CIO and Global Strategist

https://www.globenewswire.com/news-release/2023/10/17/2761600/0/en/TwinFocus-Appoints-Former-BNY-Mellon-CIO-David-Daglio-as-Chief-Investment-Officer-and-Global-Investment-Strategist.html…

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September 2023In The News

Fortune highlights Paul Karger’s advice for a sudden windfall while reporting on the $2B Powerball winner’s latest real estate purchase

TwinFocus' Managing Partner, Paul Karger discusses what to do with a sudden lottery windfall.…

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September 2023In The News

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

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……

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September 2023In The News

Paul Karger joins Cheddar News to discuss wealth transfer between parents and their children

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.…

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September 2023In The News

“August Jobs Report Shows Pace of Hiring Continues to Ease: What the Experts Are Saying”

Paul Karger comments on the August Jobs Report.…

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September 2023TwinFocus Insights

Helping a Tech Entrepreneur Navigate Sudden and Significant Wealth

The Big Picture: In the run-up to an exit that would monetize a closely held position, a tech CEO turned to TwinFocus for comprehensive wealth structuring as well as tax and estate planning advice. Our wealth planning team met with……

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August 2023In The News

“I grew up dirt-poor: I am 43 and have $2.5 million in stocks and an IRA. Can I retire early?”

Paul Karger, co-founder and managing partner of TwinFocus, a wealth advisory firm in Boston disusses retiring early and the risks involved.…

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August 2023In The News

TwinFocus’ Paul Karger discusses U.S. debt-ceiling negotiations on Bloomberg Radio

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."…

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August 2023In The News

“Mega Millions jackpot climbs to record $1.55 billion”

Mega Millions jackpot hits a record...what to do if you win!…

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August 2023In The News

“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?”

Paul Karger quoted in MarketWatch…

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August 2023In The News

TwinFocus’ John Pantekidis discusses the Markets on Bloomberg Radio

Managing Partner, John Pantekidis discusses the latest market trends on Bloomberg radio.…

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August 2023In The News

“You won the lottery or inherited a fortune. Now what?”

Paul Karger discusses what to do with a windfall.…

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July 2023In The News

“New York’s Empty Office Buildings Lure Rich Families Hunting Bargains”

New York’s Empty Office Buildings Lure Rich Families Hunting Bargains – Bloomberg…

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July 2023In The News

“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?”

Paul Karger discusses retirement planning on MarketWatch.com…

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May 2023In The News

Paul Karger, Co-Founder and MP at TwinFocus, discusses U.S debt-ceiling negotiations on Bloomberg Radio

Managing Partner Paul Karger shares his thoughts on the debt ceiling standoff, inflation, and Fed Policy.…

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May 2023In The News

TwinFocus’ John Pantekidis shares thoughts on economic trends on SiriusXM’s Wharton Business Daily

Managing Partner John Pantekidis shares his thoughts on the latest economic trends.…

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March 2023TwinFocus Insights

Supporting a Family’s Foray into Real Estate Investing

The Big Picture: A wealthy young couple was approached by a family friend about a potential real estate investment opportunity. While interested in diversifying their portfolio, they lacked the sector knowledge and experience needed to evaluate the deal on their……

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March 2023In The News

“Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank”

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March 2023TwinFocus Insights

Supporting a Client Through Land Development

TwinFocus Real Estate Partners supported a family office that owned a parcel of land that had significantly appreciated in value due to its location within a growing industrial corridor serving a fast-growing Atlantic port. Our client wished to develop rather……

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March 2023TwinFocus Insights

Strengthening and Growing a Robust Portfolio

TwinFocus Real Estate Partners welcomed a new family office client with a legacy portfolio of industrial and office assets located in the Mid-Atlantic region. Since our relationship began, we have provided holistic, hands-on support to strengthen and grow their holdings……

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February 2023TwinFocus Insights

TwinFocus’ Multi-Faceted Philanthropic Approach

​​Wealth planning goes beyond caring for your loved ones. It extends to your community and ​the causes that are important to you. ​​Our team at TwinFocus is passionate about working with families to incorporate their charitable and philanthropic objectives into……

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February 2023TwinFocus Insights

The TwinFocus Total Balance Sheet Approach

Clients come to us with all different objectives ​for their accumulated wealth. Some say, ​“​​My goal is to leave as much to my kids as possible,​​”​​ while others state, ​“​I’m ready to downshift, and I would like TwinFocus to more……

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February 2023TwinFocus Insights

Direct Investments

​​Ultra-high net worth (​UHNW​)​ individuals’ interest in private market ​investments ​has grown substantially in recent years.  Oliver Wyman predicts that over the next five years, illiquid/alternative UHNW investments will grow by 8 percent annually to $24 trillion by 2024. Direct……

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February 2023TwinFocus Insights

Responsible Investing Within a Family Private Foundation Setting

The Big Picture:​ A couple in their 60s wanted to align their wealth with their morals. TwinFocus applied social responsibility filters across their family foundation and grant-making activities, ​creating​ a lasting impact on local communities and instilling valuable lessons in……

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February 2023TwinFocus Insights

Consolidating a New Client’s Financial Life and Setting the Stage for Efficient Wealth Management

The Big Picture: With a disparate team of advisors and a patchwork of assets, a retired investment manager had underestimated his net worth by half. TwinFocus created a unified balance sheet, saved him precious time and hassle, and laid the……

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February 2023TwinFocus Insights

Full-Service M&A Support for an Insurance Leader

The Big Picture: A UK insurance magnate turned to TwinFocus for help navigating a major acquisition. We were by his side through all aspects of the deal and, through our extensive network, brought the right players to the table to……

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April 2022In The News

“Family Office Profile – Wes & Paul Karger”

An interview with Paul and Wes Karger, TwinFocus Family Office…

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February 2023TwinFocus Insights

Educating the Next Generation to be Responsible with Wealth

​​​The Big Picture: A first-generation wealthy couple knew the conversations they needed to have with their children around money would be vastly different from the ones they grew up with. As part of their integrated family office solution, TwinFocus worked……

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February 2022In The News

“I’m an Asset Manager of a Multibillion-Dollar Portfolio. Here are the Best Financial Habits I’ve Learned from my Ultrawealthy Clients.”

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January 2022In The News

“Celebrity Estates: DMX and Planning for Blended Families”

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November 2021In The News

“Celebrity Estates Podcast: Elon Musk’s Charitable Limits”

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September 2021In The News

“Families Embrace Sustainable ESG Investing as a Business Opportunity and a Family Value”

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May 2021In The News

“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”

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May 2021In The News

“A Billion-Dollar Money Management Firm Says its Clients Make the Most Passive Income from 3 Sources”

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May 2021In The News

“What Have Joe Biden’s First 100 Days Meant For Families?”

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May 2021In The News

“More Family Offices are Investing in Crypto as Millennial Heirs Take a Seat at the Table and Banks Hop on the Bitcoin Bandwagon”

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January 2021In The News

“What Will The Biden Tax Plan Mean For Wealthy Business Families?”

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August 2023In The News

“Tax Contagion: Funding Covid in the U.K.”

TwinFocus' Andrew Sams discusses funding Covid in the U.K.…

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January 2021In The News

“Adelson’s Empire Passes to Widow, With His Longtime Lieutenant in Charge”

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August 2023In The News

“How the Structures of Family Offices are Evolving to Meet the Growing Needs of The UHNW”

Paul and Wes Karger discuss the new multi-single family office approach.…

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November 2020In The News

“How to Nail Your Succession Planning, and How What Will Change in the Biden Era”

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November 2020In The News

“Where to Invest $1 Million Right Now.”

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October 2020In The News

“Here’s Why Rich Kids Could Get Hundreds of Billions From Their Parents if Biden Wins.”

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September 2020In The News

“Why Succession Planning In A Pandemic Is A Once-In-A-Generation Opportunity To Transfer Wealth.”

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August 2020In The News

“More Wealthy Families Are Throwing a Lifeline to Distressed Businesses.”

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August 2023In The News

“Are Tax Havens Susceptible (or Immune) to Covid?”

TwinFocus' Andrew Sams discusses the impact of Covid on Tax Havens.…

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August 2023In The News

“A Multi-Family Office Winning Business from Single-Family Offices.”

TwinFocus' approach to the multi-family office.…

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October 2020In The News

“Prudence Urged As Families Transfer Wealth Ahead of the Biden Blue Wave.”

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November 2022In The News

The 2022 Spear’s Wealth Management Index: TwinFocus is nominated for Family Office Services Provider of the Year

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March 2020In The News

“For Some Family Offices, Now Is the ‘Buying Opportunity of a Century’ When It Comes to CRE.”

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March 2020In The News

“US to UK: Why the Karger brothers of TwinFocus Capital opened their second family office in London.”

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March 2020In The News

“A Philanthropist’s Dilemma In The Post-COVID World: Creating The Biggest Impact.”

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January 2020In The News

“Boomers Start Giving Children’s Inheritance To Charity.”

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