“The Barron's recognition highlights the strengths of PagnatoKarp and Cresset coming together as one firm,” said Paul Pagnato, Founder PagnatoKarp and Co-Chairman Cresset. “We have created a new paradigm in wealth management with a powerhouse family office platform serving Entrepreneurs, CEO Founders and UHNW families.”
"We are thrilled with this validation that our vision to reinvent the way our clients experience wealth is resonating," said Eric Becker, Founder and Co-Chairman of Cresset.
PagnatoKarp and Cresset were both crowned ‘Best Multi-Family Office’ in February at the 2020 Family Wealth Report Awards. PagnatoKarp earned the award in the $2.5B-$5B AUA/AUM category and Cresset in the New Entrant category.¹ Cresset Asset Management, LLC, acquired PagnatoKarp in June 2020 and the firm now has over $10.2B AUM.¹
Barron's independent firm ranking expanded to 100 spots this year, and the rankings formula includes several new metrics: technology spending, staff diversity and succession planning.
View the full list of 2020 Barron's Top 100 RIA Firms in America HERE.
View PRESS RELEASE HERE.
Specializing in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, wealth creators, and high-net-worth families. With True Fiduciary® standards of Transparency®, your interests come first with a focus on asset protection, cash flow, and open access. Our Family Office goal is to simplify and elevate your life so you have more time to spend on what matters to you most.