PagnatoKarpTransparent Family Wealth AdvisorsPersonalized Family Office. Barron’s and Forbes top ranked advisor.$3B assets under advisement. True FiduciaryTMThe Future of Wealth ManagementFee-only independent advice forpersonalized wealth and lifestyle management. Family OfficePersonalized Wealth ManagementIn-house services for tax, investment, legal, private banking, family and concierge. Financial PlanningUnique Personalized ProcessThe 5 STEP Personalized Process provides thefoundation for every PagnatoKarp engagement.