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:
- Helping families through our True Fiduciary Standards
- Changing regulations that affect the financial industry
- Educating the next generation, beginning with college students
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 nearly $4.8 billion as of 12/31/19. 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.