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

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.…

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.

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.…

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.

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……

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.

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.…

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.

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”……

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.

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.…

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.

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……

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.

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……

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.

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……

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 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.

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.

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.”

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.…

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.

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……

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.

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……

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.

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……

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?”

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.

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.…

Barron’s sits down with Paul Karger and John Pantekidis to unpack the complex narrative surrounding the Commonwealth’s 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.

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……

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.…

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.

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.…

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.

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.

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.…

“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

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……

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

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……

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

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.…

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

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.

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.

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.…

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.

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.…

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

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.

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.…

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).

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.…

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

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.

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

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.…

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

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

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

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……

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 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

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”

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……

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

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

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

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

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.…

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

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.”

**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

**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

**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

**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

**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

**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

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

**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

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

**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

**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.…

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

**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

“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……

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

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.…

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

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.…

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

**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”

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

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……

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

**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,……

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

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

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.…

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.…

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……

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.…

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

**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……

“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.…

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."…

“Mega Millions jackpot climbs to record $1.55 billion”

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?”

Paul Karger quoted in MarketWatch…

TwinFocus’ John Pantekidis discusses the Markets on Bloomberg Radio

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

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

Paul Karger discusses what to do with a windfall.…

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

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……

“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…

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.…

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

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……

“Family Office Profile – Wes & Paul Karger”

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.”

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……

“Celebrity Estates: DMX and Planning for Blended Families”

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……

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

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……

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

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……

“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”

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,……

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

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……

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

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……

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

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,……

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

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……

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

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

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

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……

“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.…

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

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……

“Where to Invest $1 Million Right Now.”

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,……

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

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,……

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

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……

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

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……

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

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

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

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……

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

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……

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

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.…

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

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……

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

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……

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

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……

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

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……