TwinFocus https://validator.w3.org/feed/docs/rss2.html “Private Credit BDCs: Gradually, Then Suddenly” 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. John Pantekidis, Managing Partner of TwinFocus, speaks with Dr. Leah Beasley of Beasley College Consulting to discuss the college admissions landscape. As we mark 20 Years of Trust, Impact & Gratitude, TwinFocus was proud to sponsor MassArt’s 38th Annual Benefit Art Auction 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. 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 From Unipolar to Multipolar: The Investment Implications From the TwinFocus family to yours—happy holidays! 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. 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.” 2025 Alpine Summit 20 Years of Trust, Impact & Gratitude TwinFocus is proud to announce our support of Commonwealth Shakespeare Company (CSC) Disclosures 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 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! 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. Aaron Stolpen, CFA®, Esq. 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 Unlocking Japanese Equity Value Family Office Management Lindsey Mapes Nathan Williams What We Do Who We Are Samentha Fanfan 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. Capitalizing on Greece’s Transformation Home