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: [email protected]   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   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: [email protected]     Get you FREE copy of the book here: https://holisticwealthstrategy.com/