WHO WE ARE
PagnatoKarp is an award-winning family office dedicated to transparency, integrity and trustworthiness. We are employee-owned with a culture of innovation, restoring integrity in our industry through True Fiduciary® standards and a consistently high-level of service.
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
RANKINGS & AWARDS
IN THE COMMUNITY
Employee-owned and proud to be community driven. We provide donations and services to non-profits in addition to volunteering with organizations that are making a positive impact around the world.
We are also partnered with Barron’s to help strengthen financial education and foster leaders for the next generation.
Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.
One Solution for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.
¹Disclosures: AUA over $4.8 billion as of 1/31/20. 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.