PagnatoKarp and PinnacleCare: COVID19: The Path Forward

PagnatoKarp Partners with PinnacleCare to Provide Pandemic Response Program to Clients

PagnatoKarp has partnered with PinnacleCare, a leading health advisory firm, to give clients private access to a robust Pandemic Response Program. Through this partnership, clients receive ongoing guidance and exclusive support from PinnacleCare’s team of leading infectious disease experts. This includes direct access to PinnacleCare’s Medical Directors, private responses through a dedicated communication channel, and weekly medical reports surrounding COVID-19. …

Family Wealth Report Awards - PagnatoKarp

PagnatoKarp Named Best Multi-Family Office ($2.5B to $5B AUM/AUA) at 2020 FWR Awards

PagnatoKarp was named 2020 BEST MULTI-FAMILY OFFICE ($2.5B to $5B AUM/AUA) at the 7th annual FAMILY WEALTH REPORT Awards. One of four firms to be shortlisted in the category, PagnatoKarp earned the coveted top award in the competitive family office space. The firm has $4.8 billion assets under advisement¹ and is frequently ranked on top wealth advisor lists by Barron’s and Forbes, …

PagnatoKarp Partnering with Barrons in Education

Partnering with Barron’s: Improving Next-Gen Financial Proficiency

Financial literacy was a big topic at this year’s Barron’s Team Summit, where Paul Pagnato was a panelist for “Improving Financial Proficiency in the Next Generation of Leaders and Advisors”. Moderating the lively topic was Joe Lanza, Director Financial Education for Barron’s Group. Along with Pagnato, the co-panelists were Lisa Detanna from Raymond James and Tommy McBride from Merrill Lynch …

PagnatoKarp named Virginia Business 2020 Best Places to Work

PagnatoKarp Named 2020 Best Places To Work In Virginia for Fifth Year

PagnatoKarp is honored to be ranked #12 on the 2020 Best Places to Work in Virginia list. The annual list of 100 companies was created by Virginia Business Magazine and Best Companies Group. The statewide survey and awards program is designed to identify, recognize and honor the best places of employment in Virginia, benefiting the state’s economy, workforce and businesses. …

Tax Planning and Wealth Strategies

CEO Founders: 2020 Tax Planning and Wealth Strategies

In December 2019, Congress passed the SECURE Act, a landmark legislation that may impact your wealth planning strategies. Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect your tax, charitable and retirement planning situation. Here is a look at some of the important elements of the …

Our Why

Our Why: Transparency Changes Everything

At PagnatoKarp, our focus is squarely on transparency. For CEO Founders, entrepreneurs, wealth creators and ultra-high-net-worth families, TRANSPARENCY is a tremendously important key to earning TRUST. Through our commitment to openness, integrity and safety, we strive to gain your trust and to help provide you with peace of mind. PagnatoKarp’s Journey to Transparency is very clear. Listen to our STORY …

What is a Family Office

CEO Founders: What is a Family Office?

As a CEO Founder, you’ve been working every day growing your business and may find that your business has overtaken your life. Who do you rely on to help you navigate and streamline your affairs before and after your liquidity event? In this era of increased automation and democratization of information, there are options to satisfy most everyone’s level of …

Transparency Propelled Growth

PODCAST: “Transparency Propelled Growth” – Interview With Paul Pagnato

Paul Pagnato joined Mindy Diamond, President and CEO of Diamond Consultants, on their Independence Podcast to talk about the power of TRANSPARENCY as a propellant for growth. Listen Now: A Conversation with Forbes Top Advisor1 Paul Pagnato, CEO Founder at PagnatoKarp By Mindy Diamond, President and CEO of Diamond Consultants “Throughout this podcast series we’ve shared the unique stories of quality …

Welcome Lauren Watson

PagnatoKarp Welcomes Lauren Watson, CPA, CFP® as Family Wealth Strategist

Lauren Watson brings nearly a decade of experience advising families on complex tax, investment and wealth planning strategies. PagnatoKarp welcomes Lauren Watson, CPA, CFP® as Family Wealth Strategist for PagnatoKarp’s Family Office. Lauren advises CEO Founders, wealth creators, and ultra-high-net-worth families with holistic wealth management. Areas of focus include lifestyle funding and cash flow analysis, tax planning, estate planning, risk …

Current Tax Strategies to Exploit

CEO Founders: Current Tax Strategies to Exploit

Whether you are a CEO Founder, entrepreneur or wealth creator, it’s a time-honored strategy that rings true: contribute to retirement accounts now and enjoy the accumulation later in life. Certainly, the government’s current tax policies encourage deferring earned income until your “golden years”. At its core, the appeal of the current taxation system is two-fold: 1. Contributions into qualified plans …

PK wins 2019 Care Award Presented by Northern VA Family Service

PagnatoKarp Receives 2019 CARE Award From Northern Virginia Family Service For Outstanding Community Impact

Northern Virginia Family Service (NVFS) announced PagnatoKarp as a winner of its 2019 “Companies As Responsive Employers” or CARE Awards. For more than 25 years, the CARE Awards have recognized outstanding companies moving the needle to make Northern Virginia a better place for everyone to work, live and play. PagnatoKarp is receiving the CARE Award for demonstrating leadership and innovation …

Forbes Best In State Next Gen Advisors - Jennifer Wappaus

Forbes Ranks Jennifer Wappaus #5 in Virginia on 2019 Best-In-State Next-Gen Advisors

Jennifer Wappaus, CFP®, CEPA has been ranked #5 in Virginia on Forbes 2019 Best-In-State Next-Gen Advisors list. Jennifer was also named to the Working Mother/SHOOK Research list of 2019 Top Wealth Advisor Moms.¹ This is the second year Jennifer has earned a spot on the Forbes advisor list representing the future of the wealth management industry. This year’s list spotlights more …

Forbes-Number 1 in Virginia - 2019

Forbes Ranks Paul Pagnato #1 in Virginia on 2019 Top Wealth Advisors List

“Transparency and True Fiduciary® standards drive our culture of innovation to find new ways to help make a positive impact on the total well-being of our clients,” said Pagnato. “The Forbes recognition illuminates our tireless pursuit at PagnatoKarp to put clients’ interests first as we help streamline and simplify lives.” Paul Pagnato is ranked #2 in Virginia on 2019 Barron’s Top …

Greatest Asset TIME

CEO Founders Greatest Asset: TIME

By Ramit Sethis, CNBC Self-made millionaire: This is the greatest paradox of wealth—and most people fail to recognize it. Change is a constant and continuous process in life. As we grow older, we change how we dress, what we eat, where we live and who we become friends with. Yet when it comes to how we use our time and …

Top 3 Tax Issues

CEO Founders: Top 3 Tax Issues Before You Sell

August 18, 2019 Many successful entrepreneurs will one day face the exhilarating opportunity to sell their business and start a new chapter of their life, be it comfortable retirement or moving on to new endeavors.  It’s very easy in these cases to focus all energy on the transaction itself, on speeding up time and tearing off the calendar pages in …

Why Inverted Yield Curve is Good for Business

CEO Founders: Why Inverted Yield Curve Is Good For Business

By Leslie P. Norton, Barron’s Catherine Wood founded ARK Investment Management in 2014 to focus solely on disruptive innovation. The name itself—an acronym for Active Research Knowledge—signaled that Wood would be early to disruptive investments such as Bitcoin and Tesla. Today, the firm manages $8.4 billion in assets, including $2.9 billion in exchange-traded funds. Before founding ARK, Wood was a …

Last Corporate Paycheck

CEO Founders: How To Make Wealth Last For Generations

Congratulations! You’ve accomplished what only a select few have – you sold your company. It began with an idea and a small team handling many responsibilities in support of that big idea. The firm grew exponentially, and you entered the pre-planning phase to sell your company. Now the sale is closed and you’ve received a significant windfall of liquid wealth. …

Facebook's Cryptocurrency

Facebook’s Cryptocurrency: A CEO’s Opportunity

Libra’s mission is to enable a simple global currency and financial infrastructure that empowers billions of people. The plan for Libra is a new decentralized blockchain, low-volatility cryptocurrency, and smart contract platform that together aim to create a new opportunity for responsible financial services innovation. READ THE WHITE PAPER1 EXCERPT FROM OFFICIAL LIBRA WHITE PAPER: The Opportunity “As we embark on …