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Transparency Changes Everything™

Fusing services for the ultra-high-net-worth. A Fiduciary Business®

Barron’s and Forbes Top Ranked Advisor. $4.5B assets under advisement¹.

OUR TEAM

PagnatoKarp is dedicated to transparency, integrity and trustworthiness. We are employee-owned and provide a culture of innovation, while restoring integrity within our industry through transparency, True Fiduciary® standards and a consistently high-level of service to each of our clients.

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#0

BARRON'S
ADVISOR VA 20191

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FORBES
ADVISOR VA 20191

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$0.5B

ASSETS UNDER
ADVISORY2

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ENTREPRENEUR
LIQUIDITY EVENTS2

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0%

CLIENT RETENTION
RATE2

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#0

BEST MULTI-FAMILY OFFICE (NEW ENTRANT) 20181

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0

BEST PLACES
TO WORK VA1

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TRUE FIDUCIARY®
STANDARDS

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OUR WHY

PagnatoKarp's Massive Transformative Purpose (MTP) is to positively impact one million lives through True Fiduciary® transparency.


We strive to meet our MTP in 3 ways:

  1. Helping families through our True Fiduciary® standards
  2. Changing regulations that affect the financial industry
  3. Educating the next generation, beginning with college students

MEET WITH OUR CEO FOUNDER

Paul Pagnato Presents Transparency Wave™ at Singularity University's 2019 Exponential Finance Summit. The Future Path to Exponential Growth, Transparency Changes Everything™!

SCHEDULE A MEETING

Call 703-468-2700 or Email here:

 
Trust
Power of Trust
A Fiduciary Business

Experience Intelligent Wealth Management™ to help streamline your life with high-touch sophistication, expert advice and transparency.

Family Office Fusion of portfolio, tax, legal, planning, private banking, family coaching, travel and lifestyle services.

True Fiduciary® Standards: Your best interests come first.


Disclosures: ¹Awards and rankings.²AUA over $4.5 billion as of 9/30/19. AUA = Assets under advisement refers to assets on which the firm provides advice or consultation but for which the firm either has discretionary authority or does not arrange or effectuate the transaction. Family Office client retention rate is 98% as of 6/20/19. PagnatoKarp has provided pre-sale and/or post-sale liquidity event planning for 112 entrepreneurs.