What is a Family Office?

A Family Office is a firm that manages the complex needs of high-net-worth individuals and their families.
PagnatoKarp’s Family Office services include:

  • Tax Planning and Preparation
  • Investment Management
  • Estate and Legal Services
  • Financial Planning
  • Risk Management
  • Private Banking
  • Concierge Services
  • Family Governance
  • Philanthropy
  • Trading & Reporting
Family Office Insights
Our Numbers
The Team
Fee Only and Transparency