Image

Transparency Changes Everything™.

Image

Family Office FUSION.

Simplifying Complexity. 

Fee-Only Wealth Management with True Fiduciary® Transparency.

INNOVATIVE | BOUTIQUE | CUSTOMIZED

Our boutique team helps your family simplify complexity through an innovative fusion of services under one roof. With over $3.9 billion assets under advisement¹, PagnatoKarp is frequently ranked on top financial advisor lists by Barron’s and Forbes and is a Virginia Best Place to Work²

Customized solutions include investment management, financial planning, tax, legal, estate planning, private banking and trust, family governance, travel and lifestyle services. With True Fiduciary® standards of transparency, we embrace the legal obligation to place your interests first.


MEET WITH A BARRON'S TOP ADVISOR
#0

BARRON'S TOP ADVISOR VA 2019¹


$3.0B

ASSETS UNDER ADVISORY²


#0

BEST MULTI-FAMILY OFFICE 2018¹


0

BEST PLACES TO WORK VA¹


0

CEO FOUNDERS SELLING BUSINESSES³

What is a Family Office?

A Family Office is a boutique team of professionals who manage the complex needs of high-net-worth individuals through investment, planning, tax, legal, private banking, lifestyle and family services.

READ MORE:  "What Is A Family Office"

Family Office Fusion

A detailed assessment of your needs and circumstances drives customized solutions designed to move you toward your goals. Your dedicated True Fiduciary® team coordinates to openly communicate about your plan. New opportunities and technology are combined with personalized services* to create Family Office Fusion that helps streamline and simplify your life.

*Not all services available to all clients.

MEET WITH A BARRON'S TOP ADVISOR
Image

What is True Fiduciary®?

STANDARDS OF TRANSPARENCY.

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.



Image

Transparency Video


Call 703-468-2700 or Email:

Fee-Only Advisory. Intelligent Wealth Management™.

  • Your best interests come first.
  • We follow True Fiduciary® standards of transparency to help protect you.
  • We are NOT custodians of assets.
  • We do NOT act as a broker-dealer.
  • We do NOT create products or client statements, or calculate performance returns.
  • We do NOT receive any commissions, revenue sharing, kick-backs or soft dollars.
  • We provide complete transparency on the fees you pay for advisory services and investment expenses.

MEET WITH A BARRON'S TOP ADVISOR
Image
Family Office
Fees
Transparency

Our Wealth Management Experience helps streamline your life through high-touch sophistication, expert advice and transparency.

Family Office Fusion for investment, planning, tax, legal, private banking, family coaching, travel and lifestyle services.

True Fiduciary® Standards: Your best interests come first.