Differentiating strategies for customized, tax efficient portfolios. Multiple wealth objectives to help optimize cash flow, protect assets and diversify opportunities. True Fiduciary® standards in your best interest. →
Proactive strategies to help minimize tax exposure. Tax planning and projections, tax return preparation and payments, pre and post sale tax strategies, and tax correspondence. →
Sophisticated financial planning customized for you. Cash flow strategies, risk analysis, goals-based planning, business exit strategies and liquidity planning. Financial independence quantified. →
Expert advice to guide and protect your family's path. Estate planning, legal services, estate document review and drafting, asset protection and legacy planning. →
Guiding your wealth decisions across generations. Family governance, education, philanthropy, sudden wealth counseling, goal planning, and family coaching services. →
Enriching your family's lifestyle to enjoy the luxury of time. Meaningful experiences, extensive resources, and bespoke solutions. Tailored to your bucket list, time and unique needs. →
Boutique private banking solutions to streamline your life. Cash management, private investment and lending administration, trust services. Dedicated attention to your personal financial needs. →
Transparency and data-driven clarity for peace of mind. Timely execution, real-time dashboards, unified platforms and innovative reporting for performance and net worth. →
CEO Founders. Plan Your Liquidity Path.
▪ CEO Founders
▪ Business Owners
▪ Wealth Creators
▪ Ultra-High-Net-Worth Families
For over 20 years, our team has specialized in serving the particular needs of entrepreneurs - as well as their closely held businesses - prior to, during, and after exit planning, liquidity events and business sales. Our goal is to help protect, streamline and simplify so you have time to spend on what matters to you most.
Industries have included:
Cybersecurity, Information Technology, Artificial Intelligence, Government Contracting, Telecommunications, Technology, Real Estate, Health, and Genomics.
Family Office. Intelligent Wealth Management™
Targeting total financial well-being through PERSONALIZED services from a multi-family office team of experts. Learn More →
Delivering fiduciary, FEE-ONLY advice that is high-touch and high-tech to help protect and simplify your life. Learn More →
Providing transparency and clarity through TRUE FIDUCIARY® standards that place your interests first. Learn More →
Fostering an entrepreneurial environment that drives VALUE-CREATION to promote a team culture of innovation. Learn More →
Employee-owned and dedicated to the FLOURISHING of others through integrity and trustworthiness. Meet The Team →
True Fiduciary® Transparency Standards.
IN YOUR BEST INTEREST.
Our True Fiduciary® standards embrace the LEGAL FIDUCIARY OBLIGATION to place your interests first, targeting total financial well-being.
Our mission is to positively impact one million lives through True Fiduciary® Standards of True Transparency®.
Intelligent Wealth Management™ to help streamline your life through high-touch sophistication, expert advice, and transparency.
Family Office Fusion of investment, planning, tax, legal, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.
Disclosures: ¹Rankings and Awards here. ²AUA nearly $4.8 billion as of 12/31/19. 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.Family Office client retention rate is 98% as of 6/20/19. PagnatoKarp has provided pre-sale and/or post-sale liquidity event planning for 112 entrepreneurs.