Customized, tax efficient portfolios for multiple wealth objectives to optimize cash flow and opportunities. True Fiduciary® standards in your best interest. →
Proactive strategies to minimize tax exposure. Tax planning, projections and tax return preparation. →
Sophisticated financial planning made simple. Cash flow strategies, liquidity planning, risk analysis and financial independence quantified. →
Simplifying complex estate planning. Expert legal services, pre-sale tax savings, asset protection and legacy planning. →
Optimize your family's wealth decisions. Multi-generational family governance, education, philanthropy and counseling services. →
Enrich your family's lifestyle through meaningful experiences and bespoke solutions tailored to your bucket list, time and unique needs. →
CEO Founders. Plan your path to liquidity.
MEET WITH OUR CEO FOUNDER
For over 20 years, our team has specialized in serving the particular needs of CEO Founders, wealth creators, business owners and entrepreneurs, as well as their closely held businesses prior to, during and after exit planning and liquidity events. Our goal is to streamline and simplify your life so you have time to spend on what matters to you most.
Fusion. Intelligent Wealth Management™
Targeting total financial well-being with a fusion of personalized services from a boutique team of experts. Learn More →
Delivering fee-only fiduciary advice that is high-touch and high-tech to help simplify your life. Learn More →
Providing clarity and transparency through True Fiduciary® standards that place your interests first. Learn More →
Fostering an entrepreneurial environment that drives innovation to promote a flourishing team culture. Learn More →
100% employee-owned and dedicated to transparency, integrity and trustworthiness. Meet The Team →
MEET WITH A BARRON'S TOP ADVISOR
True Fiduciary® Transparency Changes Everything™
True Fiduciary® standards embrace the legal fiduciary obligation to place your interests first and target total financial well-being.
Our mission is to positively impact one million lives through True Fiduciary® standards of transparency.
Awards and Recognition1
Experience Intelligent Wealth Management™ to help streamline your life with high-touch sophistication, expert advice and transparency.
Family Office Fusion of portfolio, tax, legal, planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.
Disclosures: ¹Rankings and Awards here. ² AUA over $3.9 billion as of 3/31/19. 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. ³ PagnatoKarp has provided pre-sale planning for more than 70 CEO Founders who have successfully sold their businesses.