PagnatoKarp

Wealth Management Experience

Transparency Changes Everything

Image

The Fusion of Wealth Management

Five Core Experiences of Wealth

Investment   -   Tax   -   Legal   -   Lifestyle   -   Family


Investment Experience

Financial planning, custom portfolios and unique investments.

Learn More

Tax Experience

Comprehensive tax planning, projections and preparation.

Learn More

Legal Experience

Complex estate planning, pre-sale planning and liquidity events.

Learn More

Lifestyle Experience

Travel planning, luxury procurement and lifestyle management.

Learn More

Family Experience

Multi-generational family governance, education and counseling.

Learn More

#0

BARRON'S TOP ADVISOR VA 2018¹

$3.0B

ASSETS UNDER ADVISORY²

0

BEST MULTI-FAMILY OFFICE 2018¹

0

BEST PLACES TO WORK VA¹

0

ENTREPRENEURS SELLING BUSINESSES³

Family Office Innovation

Fusion.  Fusing family office products with innovative technology to service total financial well-being.

Simplicity. Delivering an exceptional experience that is high touch and high tech to help streamline lives.

Transparency. Providing clarity and transparency through True Fiduciary® standards that place clients' interests first.

Innovation. Fostering an entrepreneurial environment that drives innovation to promote a flourishing team culture.

Investment Experience

Custom portfolios and open source investment solutions.

  • Traditional assets
  • Digital assets
  • Alternative investments
  • Unique private investments
  • Real estate
  • Agricultural and aviation financing
  • Farm land
  • Bridge loans
  • Mezzanine debt
  • Venture capital

Awards and Recognition

Send Private Email

Please call us at 703-468-2700.


Disclosures: ¹Rankings and Awards here. ² AUA $3.8 billion as of 9/30/18. AUA = Assets under advisement refers to assets on which the firm provides advice or consultation but for which the firm either has discretionary authority or does not arrange or effectuate the transaction. ³ PagnatoKarp has provided pre-sale planning for more than 70 entrepreneurs who have successfully sold their businesses.