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Transparency Changes Everything™

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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 $4 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 True Transparency®, we embrace the legal obligation to place your interests first.


MEET WITH OUR CEO FOUNDER
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BARRON'S TOP ADVISOR VA 2019¹


$0B

ASSETS UNDER ADVISORY²


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BEST MULTI-FAMILY OFFICE 2018¹


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BEST PLACES TO WORK VA¹


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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
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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.



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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 True 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
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Family Office
Fees
Transparency

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 $4 billion as of 4/30/19. 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. ³ PagnatoKarp has provided pre-sale planning for more than 70 CEO Founders who have successfully sold their businesses.