Experience PagnatoKarp.

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BARRON'S TOP ADVISOR
VA 2019¹

$0B

ASSETS UNDER
ADVISORY²

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BEST MULTI-FAMILY
OFFICE 2018¹

0%

CLIENT RETENTION
RATE³

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ENTREPRENEUR
LIQUIDITY EVENTS4

Investment Experience at PagnatoKarp

Customized, tax efficient portfolios for multiple wealth objectives to optimize cash flow and opportunities. True Fiduciary® standards in your best interest. →

Tax Experience at PagnatoKarp

Proactive strategies to minimize tax exposure. Tax planning, projections and tax return preparation. →

Planning Experience at PagnatoKarp

Sophisticated financial planning made simple. Cash flow strategies, selling your business, liquidity planning, risk analysis and financial independence quantified. →

Legal Experience at PagnatoKarp

Simplifying complex estate planning. Expert legal services, pre-sale tax savings, asset protection and legacy planning. →

Family Experience at PagnatoKarp

Optimize your family's wealth decisions. Multi-generational family governance, education, philanthropy and counseling services. →

Lifestyle Experience at PagnatoKarp

Enrich your family's lifestyle through meaningful experiences and bespoke solutions tailored to your bucket list, time and unique needs. →

Banking Experience at PagnatoKarp

Private banking, cash management and lending administration with dedicated attention to your personal financial needs. →

Reporting Experience at PagnatoKarp

Transparency, timely execution and data-driven clarity on performance and net worth using real-time dashboards, unified platforms and innovative reporting tools. →

CEO Founders. Plan your liquidity path.

CLIENT SPECIALITIES:

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, sale of business and liquidity events. Our goal is to streamline and simplify your life so you have time to spend on what matters to you most.

CEO Founders: LEARN MORE HERE →

Fusion. Intelligent Wealth Management™

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WATCH: Transparency Wave™ Video

BOUTIQUE.
Targeting total financial well-being with a fusion of personalized services from a boutique team of experts. Learn More →

SIMPLICITY.
Delivering fee-only fiduciary advice that is high-touch and high-tech to help simplify your life. Learn More →

TRANSPARENCY.
Providing clarity and transparency through True Fiduciary® standards that place your interests first.  Learn More →

INNOVATION.
Fostering an entrepreneurial environment that drives innovation to promote a flourishing team culture. Learn More →

TEAM.
100% employee-owned and dedicated to transparency, integrity and trustworthiness. Meet The Team →

MEET WITH OUR CEO FOUNDER

True Fiduciary® Transparency Changes Everything™

TRANSPARENCY STANDARDS.

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 True Transparency®.

MEET WITH FORBES TOP ADVISOR
True Fiduciary Standards

Awards and Recognition1

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Barron’s
CNBC
Forbes
The Wall Street Journal
Financial Advisor
Family Wealth Report
Virginia Business – Best Places to Work
Northern Virginia Magazine
Markets Insider

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.

Investment Experience
Planning Experience
Family Experience
Banking Experience
Tax Experience
Legal Experience
Lifestyle Experience
Reporting Experience

SCHEDULE A MEETING

Call 703-468-2700 or Email here:

Disclosures: ¹Rankings and Awards here. ² AUA over $4.2 billion as of 6/30/19. 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.