PagnatoKarp

Wealth Management Experience

Transparency Changes Everything

The Fusion of Wealth Management

Five Core Experiences of Wealth

Investment - Tax - Legal - Lifestyle - Famil y

Investment Experience

Financial planning, custom portfolios and unique investments.

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Tax Experience

Comprehensive tax planning, projections and preparation.

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Legal Experience

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

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Lifestyle Experience

Travel planning, luxury procurement and lifestyle management.

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Family Experience

Multi-generational family governance, education and counseling.

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BARRON'S TOP ADVISOR VA 2018¹

$3.0B

ASSETS UNDER ADVISORY²

BEST MULTI-FAMILY OFFICE 2018¹

BEST PLACES TO WORK VA¹

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.

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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

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