Welcome to PagnatoKarp
Transparent Family Wealth Advisors
PagnatoKarp is an independent fee-only financial advisor, private wealth management firm and multi-family office with over $3.8 billion in assets under advisement¹. Our boutique team of professionals manage the needs of high-net-worth individuals through investment management, financial planning, tax, legal, estate planning, private banking and trust, family governance and concierge services.
With True Fiduciary® standards of transparency, we embrace the legal fiduciary obligation to place your interests first. From breakthrough solutions to tailored financial plans, we combine global opportunities and innovative technology with personalized services to help streamline and simplify your life.
- Investment Management
- Financial Planning
- Tax Planning and Tax Preparation
- Estate Planning and Legal Services
- Pre-Sale and Post-Sale Planning
- Retirement Planning
- Risk Management
- Concierge Services
- Private Banking and Trust
- Family Governance
- Philanthropic Planning
- Trading Services
- Independent Reporting
We know how valuable your time is, so we will travel to you. We also have offices in VA, DC and MD. Please call us at 703-468-2700 or email below.
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