January 2025TwinFocus UpdatesHappy 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!Read More
January 2025TwinFocus InsightsKey Family Office Risks (& Opportunities) in 2025Introduction 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……Read More
December 2024TwinFocus 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.Read More
December 2024In The NewsWill 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 investorsRead More
November 2024TwinFocus InsightsTax & Wealth Structuring | Post-Election Legislative Analysis & DiscussionIntroduction 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……Read More
November 2024TwinFocus InsightsEmerging 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……Read More
November 2024TwinFocus UpdatesPaul 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.Read More
November 2024TwinFocus UpdatesThe 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.Read More
October 2024In The NewsPaul Karger joins BNN Bloomberg to share his perspective on earnings season thus far, and how the election could impact equities.Read More
October 2024In The NewsJohn Pantekidis speaks with Finanical Advisor Magazine to discuss tax management strategies when in retirementRead More
October 2024In The NewsJohn Pantekidis, MP of TwinFocus, speaks with Business Insider on the various sophisticated tax strategies investors can implement to reduce capital gains taxes.Read More
October 2024In The NewsPaul Karger speaks with Professional Wealth Management (PWM) about the current state of the real-estate market and tax advantages for investors.Read More
October 2024TwinFocus Insights3Q_2024 Quarterly LetterIn 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……Read More
October 2024TwinFocus UpdatesWe 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.Read More
October 2024In The NewsRead 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.Read More
September 2024TwinFocus InsightsJPOW: 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,……Read More
September 2024TwinFocus UpdatesThe 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.Read More
September 2024In The NewsAhead of rate cuts from the Federal Reserve, TwinFocus Co-Founder and Managing Partner, Paul Karger speaks with MarketWatch to discuss various investment opportunitiesRead More
September 2024In The NewsPaul Karger discusses how the upcoming presidential election could impact giving and the importance of asset appreciationRead More
September 2024In The NewsPaul 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.Read More
September 2024In The NewsPaul 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).Read More
September 2024TwinFocus InsightsPrivate 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……Read More
August 2024TwinFocus InsightsQ2-2024 Commentary: Find Shorter LinesExperienced 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……Read More
August 2024TwinFocus UpdatesTwinFocus 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 hereTwinFocus is proud to sponsor the Women's Foundation of Boston's third annual Make Her Mark event, taking place on September 19.…Read More
August 2024In The NewsPaul Karger speaks with MarketWatch to weigh in on long-term investments amid recent market volatilityRead More
August 2024In The NewsPaul 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.…Read More
June 2024In The NewsDave Daglio speaks to Bloomberg to discuss the recent Apple rally and investor sentiment following the company’s AI strategy announcementRead More
June 2024TwinFocus Insights2023 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……Read More
June 2024In The NewsManaging Partner and General Counsel John Pantekidis speaks with Financial Advisor Magazine to discuss tax considerations when moving statesStates are more aggressively going after the wealth of their former residents, including proceeds from stock transactions, advisors say.…Read More
June 2024In The NewsTwinFocus Co-founder and Managing Partner of TwinFocus, Paul Karger, joins Barron’s Roundtable about the rise of cryptoRead More
June 2024In The NewsPaul Karger, CFA, speaks with Barron’s about the new rules impacting home buyers & sellers in the wake of the National Association of Realtors settlementRead More
June 2024In The NewsDave 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 landscapeDave Daglio joins CNBC “Squawk Box Asia” to discuss a range of topics including TwinFocus’s…Read More
May 2024TwinFocus InsightsThe Unanswered Questions on the Winners from AIIntroduction 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……Read More
May 2024TwinFocus UpdatesWe’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.Read More
May 2024In The NewsDave Daglio joins Seeking Alpha’s Investing Experts podcast to discuss his career journey, value investing and where he sees opportunities to protect your portfolioDave Daglio joins Seeking Alpha’s Investing Experts podcast to discuss his career journey…Read More
May 2024In The NewsDave 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 15:10Read More
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”Read More
May 2024TwinFocus InsightsQ1-2024 Commentary: US ExceptionalismFortune 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……Read More
May 2024In The NewsJohn Pantekidis, CFA and General Counsel, speaks with Financial Advisor Magazine about tax deadline extensions amid the current interest rate environmentRead More
May 2024In The NewsTwinFocus CIO, Dave Daglio, speaks with Opening Bell Daily to break down how the tightening of interest rates is impacting consumers and delinquency ratesRead More
April 2024In The NewsPaul Karger shares his thoughts with MarketWatch on the advantages of a HELOC, and when it is a better option than a personal loanRead More
April 2024TwinFocus UpdatesPaul 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!Read More
April 2024In The NewsDave 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 watchRead More
April 2024TwinFocus InsightsTwinFocus 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……Read More
April 2024In The NewsManaging Partner and General Counsel, John Pantekidis, speaks with Fortune about why UHNWI are flocking to the state of FloridaRead More
April 2024In The NewsPaul Karger and John Patenkidis co-author in Barron’s, “Fund Managers Need Financial Advisors, Too. How We Help Them.”Read More
April 2024In The NewsPaul Karger appears on WBZ-CBS Boston to offer guidance on college expenses, including pursuing scholarships and setting up 529 accountsRead More
March 2024In The NewsPaul Karger speaks with Barron’s to discuss ultra-wealthy investors’ exposure to Bitcoin amid ETF approvals and recent market highshttps://www.barrons.com/advisor/articles/bitcoin-cryptocurrency-etf-investing-financial-advisors-5d159168?refsec=the-big-q&mod=topics_the-big-q…Read More
February 2024In The NewsJohn Pantekidis speaks with Fortune about ultra-wealthy “taxbirds” flocking to lower-tax states such as Florida, Texas & Tennesseehttps://fortune.com/2024/02/15/jeff-bezos-amazon-4-billion-money-miami-florida-taxes/?dylan1…Read More
February 2024In The NewsJohn Pantekidis speaks with Fortune about Jeff Bezos’ move to Florida and other tax planning considerations for UHNW families moving to states with lower tax burdenshttps://fortune.com/2024/02/13/florida-jeff-bezos-600-million-ultra-high-net-worth-individuals-nirvana/…Read More
February 2024In The NewsBarron’s sits down with Paul Karger to discuss the current housing market amid rising prices and higher interest rateshttps://www.barrons.com/articles/home-buying-mortgage-rates-high-902649b3…Read More
February 2024In The NewsTwinFocus CIO, David Daglio, on Bloomberg TV to discuss his outlook for global markets, insights around rate cuts this year, emerging market trends, and morehttps://www.bloomberg.com/news/videos/2024-02-08/twinfocus-daglio-on-global-markets-video…Read More
February 2024In The NewsPaul Karger weighs in on the latest MarketWatch Moneyist column around where to investhttps://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…Read More
February 2024In The NewsTwinFocus CIO, David Daglio, speaks with MarketWatch to break down market reaction to this week’s FOMC meetinghttps://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…Read More
May 2024TwinFocus InsightsA Market That Wants to Believe: TwinFocus 2023 Year-End Views & 2024 Market OutlookIn 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……Read More
January 2024In The NewsPaul Karger, CFA, discusses with Barron’s various strategies around investing in muni bondshttps://www.barrons.com/articles/squeeze-more-yield-municipal-bonds-dbcf79d2…Read More
January 2024In The NewsPaul Karger, CFA spoke with Reuters about Bitcoin ETF trading and client sentiment around the new fundsRead More
January 2024TwinFocus UpdatesWe 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!Read More
January 2024In The NewsPaul Karger speaks with The Boston Globe about the recent Bitcoin ETF approvals & future of the financial industryhttps://www.bostonglobe.com/2024/01/15/business/crypto-fidelity-blackrock-wall-street/…Read More
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 CurrencyRead More
December 2023In The NewsManaging Partner John Pantekidis, CFA, JD, shared his tips for readying a year-end tax and philanthropic strategy with Financial Advisor MagazineRead More
December 2023TwinFocus UpdatesWe are happy to announce the promotion of Managing Director, Elizabeth Gardner, to Chief Compliance OfficerRead More
December 2023TwinFocus UpdatesTwinFocus 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!Read More
December 2023TwinFocus UpdatesTwinFocus 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…Read More
December 2023In The NewsDavid Daglio joins CNBC’s “Squawk Box Asia” to discuss the FOMC meeting and investing opportunities amid an uncertain economic climatehttps://www.cnbc.com/asia-squawk-box/…Read More
December 2023TwinFocus UpdatesTwinFocus 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…Read More
December 2023In The NewsPaul 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/…Read More
December 2023In The NewsDave Daglio, CIO of TwinFocus, shared insights on the current economic landscope on CNBC’s “Squawk Box Asia”https://www.cnbc.com/asia-squawk-box/…Read More
November 2023In The NewsTwinFocus MP & General Counsel John Pantekidis discusses Section 1202 and what clients should know about the capital gains tax break Financial Advisor Magazinehttps://www.fa-mag.com/news/your-client-may-not-know-about-this-capital-gains-tax-break-75486.html…Read More
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…Read More
October 2023In The NewsPaul Karger sits down with Ben Fraser on the ‘Invest Like a Billionaire Podcast’ to discuss portfolio allocation and liquidity for ultra-high-net-worth clientshttps://podcasts.apple.com/us/podcast/118-investing-like-the-ultra-rich-feat-paul-karger/id1587171662?i=1000632678816…Read More
October 2023In The NewsWil Ward, Partner, shared his thoughts with GlobeSt on the strength of the commercial real estate market and what’s to come for industrial spaceshttps://www.globest.com/2023/10/03/kkrs-560m-deal-confirms-strength-of-u-s-industrial-real-estate/?slreturn=20230903114742…Read More
October 2023TwinFocus UpdatesDavid Daglio joins TwinFocus as CIO and Global Strategisthttps://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…Read More
September 2023In The NewsFortune highlights Paul Karger’s advice for a sudden windfall while reporting on the $2B Powerball winner’s latest real estate purchaseTwinFocus' Managing Partner, Paul Karger discusses what to do with a sudden lottery windfall.…Read More
September 2023In The NewsIn 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 comeAfter 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……Read More
September 2023In The NewsPaul Karger joins Cheddar News to discuss wealth transfer between parents and their childrenPaul 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.…Read More
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.…Read More
September 2023TwinFocus InsightsHelping a Tech Entrepreneur Navigate Sudden and Significant WealthThe 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……Read More
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.…Read More
August 2023In The NewsTwinFocus’ Paul Karger discusses U.S. debt-ceiling negotiations on Bloomberg RadioPaul 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."…Read More
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!…Read More
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…Read More
August 2023In The NewsTwinFocus’ John Pantekidis discusses the Markets on Bloomberg RadioManaging Partner, John Pantekidis discusses the latest market trends on Bloomberg radio.…Read More
August 2023In The News“You won the lottery or inherited a fortune. Now what?”Paul Karger discusses what to do with a windfall.…Read More
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…Read More
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…Read More
May 2023In The NewsPaul Karger, Co-Founder and MP at TwinFocus, discusses U.S debt-ceiling negotiations on Bloomberg RadioManaging Partner Paul Karger shares his thoughts on the debt ceiling standoff, inflation, and Fed Policy.…Read More
May 2023In The NewsTwinFocus’ John Pantekidis shares thoughts on economic trends on SiriusXM’s Wharton Business DailyManaging Partner John Pantekidis shares his thoughts on the latest economic trends.…Read More
March 2023TwinFocus InsightsSupporting a Family’s Foray into Real Estate InvestingThe 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……Read More
March 2023TwinFocus InsightsSupporting a Client Through Land DevelopmentTwinFocus 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……Read More
March 2023TwinFocus InsightsStrengthening and Growing a Robust PortfolioTwinFocus 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……Read More
February 2023TwinFocus InsightsTwinFocus’ Multi-Faceted Philanthropic ApproachWealth 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……Read More
February 2023TwinFocus InsightsThe TwinFocus Total Balance Sheet ApproachClients 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……Read More
February 2023TwinFocus InsightsDirect InvestmentsUltra-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……Read More
February 2023TwinFocus InsightsResponsible Investing Within a Family Private Foundation SettingThe 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……Read More
February 2023TwinFocus InsightsConsolidating a New Client’s Financial Life and Setting the Stage for Efficient Wealth ManagementThe 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……Read More
February 2023TwinFocus InsightsFull-Service M&A Support for an Insurance LeaderThe 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……Read More
April 2022In The News“Family Office Profile – Wes & Paul Karger”An interview with Paul and Wes Karger, TwinFocus Family Office…Read More
February 2023TwinFocus InsightsEducating the Next Generation to be Responsible with WealthThe 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……Read More
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.”Read More
September 2021In The News“Families Embrace Sustainable ESG Investing as a Business Opportunity and a Family Value”Read More
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”Read More
May 2021In The News“A Billion-Dollar Money Management Firm Says its Clients Make the Most Passive Income from 3 Sources”Read More
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”Read More
August 2023In The News“Tax Contagion: Funding Covid in the U.K.”TwinFocus' Andrew Sams discusses funding Covid in the U.K.…Read More
January 2021In The News“Adelson’s Empire Passes to Widow, With His Longtime Lieutenant in Charge”Read More
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.…Read More
November 2020In The News“How to Nail Your Succession Planning, and How What Will Change in the Biden Era”Read More
October 2020In The News“Here’s Why Rich Kids Could Get Hundreds of Billions From Their Parents if Biden Wins.”Read More
September 2020In The News“Why Succession Planning In A Pandemic Is A Once-In-A-Generation Opportunity To Transfer Wealth.”Read More
August 2020In The News“More Wealthy Families Are Throwing a Lifeline to Distressed Businesses.”Read More
August 2023In The News“Are Tax Havens Susceptible (or Immune) to Covid?”TwinFocus' Andrew Sams discusses the impact of Covid on Tax Havens.…Read More
August 2023In The News“A Multi-Family Office Winning Business from Single-Family Offices.”TwinFocus' approach to the multi-family office.…Read More
October 2020In The News“Prudence Urged As Families Transfer Wealth Ahead of the Biden Blue Wave.”Read More
November 2022In The NewsThe 2022 Spear’s Wealth Management Index: TwinFocus is nominated for Family Office Services Provider of the YearRead More
March 2020In The News“For Some Family Offices, Now Is the ‘Buying Opportunity of a Century’ When It Comes to CRE.”Read More
March 2020In The News“US to UK: Why the Karger brothers of TwinFocus Capital opened their second family office in London.”Read More
March 2020In The News“A Philanthropist’s Dilemma In The Post-COVID World: Creating The Biggest Impact.”Read More
