TwinFocus https://validator.w3.org/feed/docs/rss2.html We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful Big Sky, Montana — bringing together clients and friends for a few memorable days in the mountains. Helping a Tech Entrepreneur Navigate Sudden and Significant Wealth In a recent Family Wealth Report analysis, Paul Karger shares his insights on how proposed and enacted tax changes in states such as California and Massachusetts are influencing real-time decision-making among wealthy families. As family offices expand across borders and generations, mobility, structure, and operational efficiency are becoming strategic imperatives—not afterthoughts. The TwinFocus Women’s Engagement Group had the distinct honor of welcoming Maryann Bruce as our special guest. Maryann brought more than just an impressive résumé of executive leadership — she brought authenticity, wisdom, and a story of true resilience. CoreyFest 2025 was unforgettable with 2,000+ fans, incredible performances and a record $2.2 million raised to help Corey’s Kids. Jonathan Pate Disclosures Lindsey Mapes Aaron Stolpen, CFA®, Esq. In the latest episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger for an in-depth discussion on strategic portfolio management for ultra-high-net-worth investors. 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). Q3-2025 TwinFocus Research: Goldilocks and the Edge of Certainty We at TwinFocus celebrate the incredible strength, resilience, and achievements of women around the world. Let’s continue to support, uplift, and empower one another every day—not just today. Here’s to breaking barriers, making strides, and shaping a future where every woman has the opportunity to thrive Paul Karger shares with InvestmentNews | In the Nasdaq how advisors can better address the complex needs of ultra-wealthy families — from designing customized investment strategies to navigating tax efficiency, concentrated wealth, and long-term legacy planning. Unlocking Japanese Equity Value From Unipolar to Multipolar: The Investment Implications Family Office Management Nathan Williams What We Do Samentha Fanfan Who We Are “Private Credit BDCs: Gradually, Then Suddenly” The Global Fiscal Pivot, The Multipolar Trade and Less Dollars News & Insights We want to thank Jon Perry for five years of dedication, hard work, and consistent excellence at TwinFocus. His commitment, attention to detail, and willingness to go the extra mile have made a real impact. He has become an essential part of the team, and we’re better because of his contributions! Qualified Small Business Stock Planning TwinFocus White Paper | Insurance Linked Securities (ILS) – Diligence Update Run It Hot, Except Bitcoin 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. 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 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. Rachael Peirce 20 Years of Trust, Impact & Gratitude John Pantekidis, JD, LLM, CFA® John Pantekidis, JD, LLM, CFA® 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. 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 John Pantekidis, Managing Partner of TwinFocus, speaks with Dr. Leah Beasley of Beasley College Consulting to discuss the college admissions landscape. Capitalizing on Greece’s Transformation News & Insights v2 Paul Karger discusses the complexities of maintaining a cash cushion in retirement and strategies for diversifying assets to protect against market downturns in MarketWatch Moneyist Jonathan Perry Jonathan Perry Henry Mooers Contact Us Michael Gibbons, CFA®, CFP® Paul Karger joins Julie Hyman on Yahoo! Finance to discuss the potential impact of Federal Reserve rate cuts on mortgage markets and broader credit conditions, and to share his latest thoughts on our market outlook more broadly. Alexander Lenci Wendy Karkoska, CFP®, CRPC® Home