Welcome!

Family Office for the Ultra High-Net-Worth

Who We Are

Consistently ranked by Barron’s, PagnatoKarp is one of America’s premier independent wealth protection specialists. We focus on high net-worth individuals, families and entrepreneurs. Our family office represents $2.5 billion and supports all aspects of your sudden wealth event so you can confidently get on with your life’s pursuits knowing your wealth is being protected and preserved.


Investment Management

Fee-based, unbiased advisory services to give you peace of mind what you’ve earned will be protected.

Wealth Planning and Coordination

Highly personal strategy and tactics to address things like tax minimization and cash-flow to fuel your lifestyle.

Family Leadership

Direct assistance with everything from family security, travel and charity, to estate planning, legal concerns and more.

We provide comprehensive support to our clients for:

  • Investment Strategy and Execution
  • Banking Services
  • Cashflow Management
  • Credit Planning
  • Tax Minimization
  • Travel and Entertainment
  • Family and Life Management Issues
  • Access to Legal Advisory
  • Estate Planning
  • Philanthropy

Who We Serve

Pagnato Karp is uniquely focused on providing 360º financial advisory and family support to the American entrepreneur both before and after a liquidity event.

We also support sudden-wealth situations such as:

Inheritance

Divorce

Lottery

Pro Athletes

entrepreneur

Over 70 entrepreneurs helped through a liquidity event

What is a True Fiduciary?

True Fi·du·ci·ar·y™ tro͞o/ fəˈdo͞oSHēˌerē

Noun. Financial advisor who acts in the interests of their clients

Worried about the financial advisor charged with protecting your hard-earned wealth? You’re not alone.

According to the Certified Financial Planner Board of Standards, over 60% of consumers feel their financial advisor puts their company’s interests first. Only a staggering 12% believe their advisor is acting in their interests.

From misconduct to hidden fees and commission deals, the problem has become so severe the federal government has recently acted to curb the impact on consumers and their financial security, but it doesn’t go nearly far enough.

PagnatoKarp is focused on acting in your best interests. It’s what we call True Fiduciary™ and it’s not only our trademark, it’s our very nature.

More Info

True Fiduciary: No Selling, Just Service

Our True Fiduciary Principles

  • We embrace our legal obligation to place our clients’ interests first and are working to make it an industry standard.
  • We use an independent third party to measure your performance returns.
  • We provide complete transparency on the advisory fees you pay to us, which are our only source of revenue for the services we provide.
  • We do not receive commission from the purchase or sale of securities, nor do we receive financial benefits from any financial institution that serves our clients.
  • We do not create products to sell to clients.
  • We do not accept or receive commissions on any securities or other investments we recommend.
  • We do not price any public securities. We will only utilize prices furnished by third-party independent providers.
  • We do not hold any money, securities or assets on behalf of our clients.
  • We provide portfolio transparency so clients can view the assets we manage for them at any time online.
  • We are independent from any bank, broker dealer or custodian.

"Your family and your future deserves a financial advisor as free of conflict as possible. We live by these principles and our clients deserve nothing less."

-Paul Pagnato

There Is A Choice When It Comes to Who Protects Your Wealth.

Deciding who to trust when it comes to protecting your family's wealth is big decision. As with many services you need in life, for financial advisors there are generalists and there are specialists. Find out which one is best for you.



Talk to Paul and David Today

Ready to talk? Contact us below and we’ll set up a time to talk directly to Paul and David about how we can help you and your family.

Call Us Toll Free: 844-51-TRUST

Featured Team Members

Amanda_Plonski

Amanda Plonski

As the Director of Financial Planning, Amanda works in concert with Pagnato Karp’s Premier Family Office to identify and analyze the challenges facing their high-net-worth clients, and then develops sophisticated and custom financial plans and strategies to help meet their unique goals and objectives.

Wayne_Cooper

Wayne Cooper

Wayne has been practicing law for over 30 years, concentrating on income and estate tax issues facing closely-held business owners. He has spent his career helping individuals, their families and their closely held business, mitigate exposure to taxes, for both current and future generations, with sophisticated tax and estate planning strategies.

Kasia_Chudzik

Kasia Chudzik

Kasia serves as the Director of Private Wealth Services for Pagnato Karp. With over a decade of experience in financial services, she specializes in building and delivering personalized client experiences and solutions while executing customized financial strategies for ultra-high net worth clients.

Steve_Wathen

Steve Wathen

Steve has extensive financial services experience, having worked in the industry for nearly two decades. Prior to joining Pagnato Karp, Steve held management positions at Morgan Stanley Smith Barney, Wachovia Securities, and Prudential Securities.