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

generational wealth

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

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

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