Welcome to PagnatoKarp
Transparent Family Wealth Advisors
The Wealth Management Experience
PagnatoKarp is an independent, fee-only multi-family office, private wealth management firm and financial advisor with over $3.8 billion assets under advisement¹.
Our boutique team of professionals manage the complex needs of high-net-worth individuals by fusing investment management, financial planning, tax, legal, estate planning, private banking and trust, family coaching, travel and concierge services.
With True Fiduciary® standards of transparency, we embrace the legal obligation to place your interests first. From breakthrough solutions to tailored financial plans, we combine unique opportunities and innovative technology with personalized services to create a Wealth Management Experience that helps streamline your life.
Family Office Services
- Investment Management
- Financial Planning
- Tax Planning and Tax Preparation
- Estate Planning and Legal Services
- Pre-Sale and Post-Sale Planning
- Family Governance and Coaching
- Concierge and Travel Services
- Private Banking and Trust
- Philanthropic and Legacy Planning
- Retirement Planning
- Risk Management
- Liability Management
- Independent Reporting
True Fiduciary® Standards
- Embrace the Legal Fiduciary Obligation to Place Clients' Interests First.
- Deliver Comprehensive Financial Planning.
- Provide Fee-Only Advice.
- Do Not Accept Commissions.
- Receive Only One Source of Revenue: Client Fees.
- Provide Transparency on Portfolios and Investments.
- Remain Independent from any Bank, Broker Dealer, Insurance, or Custodian.
- Measure Client Performance Returns using Independent Third Parties.
- Do Not Create Products to Sell or Price Any Public Securities.
- Do Not Hold Any Client Assets, Securities, or Money.
We know your time is valuable, so we travel to you. Offices in VA, DC and MD. Please call 703-468-2700.
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