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Transparency Changes Everything.

 
Family Experience at PagnatoKarp

VALUES | EDUCATION | LEGACY

Optimize your family's wealth decisions. We work with clients and their children to address the topic of wealth and its impact on family life, happiness and estate planning. Our family coach facilitates family meetings, helps to create your family’s vision and mission statements and provides a variety of counseling services.


FAMILY SERVICES:



Dr. Richard Orlando

Dr. Richard Orlando
Family Coach
PagnatoKarp



Call 703-468-2700 or Email:

Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions

Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions

In Dr. Richard Orlando’s book, he explores the five most important family wealth decisions that directly impact us, our families and our legacies. Dr. Orlando offers wisdom, stories, and step-by-step advice for optimizing these decisions by aligning them with our values, purpose, and faith, in essence, our spiritual capital. Questions involve leading a happy and fulfilled life, the ability to transfer wealth and preparing the next generation for the opportunities and responsibilities of wealth.

Please contact us for a copy of Legacy or order HERE.

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.