Episode Details

Unveiling the Secrets of the Ultra Wealthy: Mastering Generational Wealth, Extreme Tax Planning, and Asset Allocation with Paul Karger

Published 2 years, 8 months ago

Description

Today, we have an incredible guest joining us. Paul Karger, the Co-Founder and Managing Director of TwinFocus, a prestigious Boston-based wealth advisory firm. With over $7 billion under his management, Paul is no stranger to handling the finances of ultra-high-net-worth families and individuals.

Before Paul founded TwinFocus in 2006, he had already built an impressive career at UBS, where he established The Karger Group and led a team providing counsel to global high-net-worth families.

Throughout this episode, we'll dive into Paul's effective investment insights, tax strategies, when to start succession planning, creating an effective portfolio and allocating assets. Paul's day-to-day activities revolve around partnering with TwinFocus' key clients, guiding them through complex business, financial, and life decisions.

Beyond discussing his journey and the creation of TwinFocus, Paul is well-versed in a wide range of topics related to investing, building wealth, generational wealth planning, and extreme tax planning. His clients include some of America's wealthiest families and CEOs, giving him a unique perspective on managing substantial wealth.

Whether you're a seasoned investor or someone just starting on their wealth-building journey, this episode promises to be a wealth of knowledge!

In this episode, we discuss:

Paul's background and journey to becoming the Co-Founder and Managing Director of TwinFocus
Extreme tax planning strategies and tips for optimizing tax efficiency for ultra-high-net-worth individuals.
Tips for creating a well-balanced investment portfolio and allocating assets effectively.
The range of services offered by TwinFocus, including advising clients on complex business, financial, and life decisions.

Connect with Paul Karger:

Website: https://twinfocus.com/paul-karger/

Linkedin: https://www.linkedin.com/in/paulkarger

Instagram: https://www.instagram.com/twinfocused/

Email: pk@twinfocus.com

Connect with Pantheon Investments:

Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/

Website: www.pantheoninvest.com

Podcast: www.pantheoninvest.com/podcast

Facebook: https://www.facebook.com/PantheonInvest

Instagram: www.instagram.com/pantheoninvest

LinkedIn: https://www.linkedin.com/company/pantheon-invest