PagnatoKarp has been named one of 2015’s Best Places to Work in Virginia

I am honored and humbled that Pagnato Karp has been named one of 2015’s Best Places to Work in Virginia. We pledge a deep commitment to creating a company culture that embraces customer-centricity, creativity, and a transparent desire to make positive industrial and social changes. Our vision could not come to fruition and flourish without two crucial players: our clients …

Selling Your Business

An individual or family is considered an “ultra-high net worth” client if they have investable assets of $10 million or more. The distinction between a “high net worth” client and an “ultra-high net worth” client is important because once a client has investable assets of $10 million or higher, their financial planning needs change and expand.

Always Place Your Clients’ Best Interests First

One of our core principles since the day we founded our company is, “always place the clients’ best interest first” – not only is this instilled in every aspect of our company, but as a fiduciary, we are legally bound to adhere to this principle of our clients. As Martha Rogers and Don Peppers explain in their book, Return on …