TwinFocus https://validator.w3.org/feed/docs/rss2.html Helping a Tech Entrepreneur Navigate Sudden and Significant Wealth 20 Years of Trust, Impact & Gratitude From the TwinFocus family to yours—happy holidays! TwinFocus is proud to announce our support of Commonwealth Shakespeare Company (CSC) Disclosures Andreas Migliaccio, CFA® Josh Kazlauskas, CFA®, MBA Jonathan Pate John Pantekidis, Managing Partner of TwinFocus, speaks with Dr. Leah Beasley of Beasley College Consulting to discuss the college admissions landscape. 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. 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. What We Do 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. 2025 Alpine Summit 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. “Private Credit BDCs: Gradually, Then Suddenly” 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 Who We Are CoreyFest 2025 was unforgettable with 2,000+ fans, incredible performances and a record $2.2 million raised to help Corey’s Kids. Aaron Stolpen, CFA®, Esq. 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. 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 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. Lindsey Mapes The TwinFocus Summer Party was the perfect opportunity to relax, connect, and celebrate all the incredible work this team puts in day after day. A huge thank you to everyone who makes TwinFocus what it is — your dedication, energy, and commitment never go unnoticed! From Unipolar to Multipolar: The Investment Implications Family Office Management Nathan Williams Samentha Fanfan 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 The Global Fiscal Pivot, The Multipolar Trade and Less Dollars Unlocking Japanese Equity Value John Pantekidis, JD, LLM, CFA® John Pantekidis, JD, LLM, CFA® News & Insights Contact Us 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. 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 Capitalizing on Greece’s Transformation News & Insights v2 Rachael Peirce 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. Home