TwinFocus https://validator.w3.org/feed/docs/rss2.html 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! 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. We were honored to welcome renowned thought leaders to our annual The World in Focus with TwinFocus conference in Boston. We were honored to welcome Kelly Young, CEO of Acadian Asset Management, to speak with our TwinFocus Women’s Engagement Group on Monday. Kelly shared her inspiring career journey, reminding us that some of the most rewarding opportunities often arise from unexpected, serendipitous moments. A big shoutout to our incredible team members who volunteered their time to serve meals at the Women’s Lunch Place—a safe, welcoming day shelter for women experiencing homelessness or poverty. Your generosity, compassion, and commitment to giving back makes us proud! We were proud to spend the day volunteering with Cradles to Crayons, an incredible organization dedicated to providing essential items, and school supplies, to children living in homelessness, poverty, or low-income situations. At TwinFocus, we believe in giving back to the communities where we live and work, and this experience was a meaningful reminder of the impact we can make when we come together! 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. As we mark 20 Years of Trust, Impact & Gratitude, TwinFocus was proud to sponsor MassArt’s 38th Annual Benefit Art Auction CoreyFest 2025 was unforgettable with 2,000+ fans, incredible performances and a record $2.2 million raised to help Corey’s Kids. TwinFocus was honored to sponsor the “What a Dream!” Gala 2026 in support of the Commonwealth Shakespeare Company, and what an extraordinary evening it was. As we celebrate 20 years of Trust, Impact & Gratitude, we’re proud to support organizations that enrich our communities and create lasting impact. Sponsoring CSC’s unforgettable evening was a true reflection of that commitment. From the TwinFocus family to yours—happy holidays! Home 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. We’re honored to be featured in Financial Advisor Magazine as we continue our year-long celebration of TwinFocus’s 20th anniversary. Our “20 for 20” initiative is well underway, supporting 20 Boston-area nonprofits across education, healthcare, arts & culture, and economic opportunity through financial contributions, employee volunteerism, and amplifying their missions. As Co-founder Wes Karger shared: “This anniversary is about more than looking back. It’s about recognizing the responsibility that comes with longevity.” Disclosures John Pantekidis, Managing Partner of TwinFocus, speaks with Dr. Leah Beasley of Beasley College Consulting to discuss the college admissions landscape. “Private Credit BDCs: Gradually, Then Suddenly” From Unipolar to Multipolar: The Investment Implications How does a multifamily office stay disciplined in private equity when everyone is chasing the same deals? Paul Karger sat down with Buyouts Insider this week to share a three-lens framework for every investment, manager selection over market timing and a systematic approach to illiquidity. TwinFocus is featured in Venture Capital Journal, where co-founder and Managing Partner Paul Karger shares his perspective on venture capital and private markets investing. TwinFocus was proud to sponsor the Commonwealth Shakespeare Company’s “What a Dream!” Gala 2026 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 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. 2025 Alpine Summit TwinFocus is proud to support Bridge Boston Charter School 20 Years of Trust, Impact & Gratitude 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. TwinFocus is proud to announce our support of Commonwealth Shakespeare Company (CSC) 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! Aaron Stolpen, CFA®, Esq. Andreas Migliaccio, CFA® Josh Kazlauskas, CFA®, MBA Jonathan Pate 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 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 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 discusses the complexities of maintaining a cash cushion in retirement and strategies for diversifying assets to protect against market downturns in MarketWatch Moneyist 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). What We Do Who We Are Lindsey Mapes Nathan Williams Samentha Fanfan 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 Unlocking Japanese Equity Value News & Insights Contact Us Family Office Management