Family Office FUSION.
INNOVATIVE | PERSONALIZED | MULTI-FAMILY OFFICE
Our multi-family office boutique team helps simplify complexity through an innovative fusion of services under one roof. We specialize in CEO Founders, entrepreneurs, wealth creators and ultra-high-net-worth families including liquidity event planning and business exit strategy needs. With $4.8 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, family governance, travel and lifestyle services. With True Fiduciary® standards, we embrace the legal obligation to place your interests first.
Simply put, we help restore your TIME!
What is a Family Office?
A Family Office is a boutique team of professionals who manage the complex needs of ultra-high-net-worth individuals through investment, planning, tax, legal, private banking, lifestyle and family services.
FAMILY OFFICE FUSION
New opportunities are combined with personalized services* and technology to create Family Office Fusion that helps streamline your life. A detailed assessment of your circumstances and unique needs drives customized solutions to move you toward your goals. Transparency and open communication are at the heart of your dedicated True Fiduciary® team.
*Not all services available to all clients.
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.
Fee-Only Advisory. Intelligent Wealth Management™
- Your best interests come first.
- We follow True Fiduciary® standards 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 True Transparency® on the fees you pay for advisory services and investment expenses.
Intelligent Wealth Management™ to help streamline your life through high-touch sophistication, expert advice, and transparency.
Family Office Fusion of investment, planning, tax, legal, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.
Disclosures: ¹Rankings and Awards here. ²AUA nearly $4.8 billion as of 12/31/19. 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.