Concierge Proves Added Value For Wealth Sector

“The concierge approach – not just about luxury or events – touches on what is the traditional starting ground of family office work.” PAUL PAGNATO Tom Burroughes, Family Wealth Report The pandemic has upended many products and services and that includes concierge offerings for ultra-high net worth individuals. Concierge is a lot more than fixing theater tickets, restaurant bookings or …

OODAcast: Paul Pagnato, CEO and Founder at PagnatoKarp and Author of The Transparency Wave

How Transparency Drives Exponential Results: A Conversation With Paul Pagnato

“INNOVATORS MAKE IT A TOP FOCUS TO HAVE A CULTURE OF TRANSPARENCY.” OODAcast host Matt Devost interviews Paul Pagnato to dissect the essential role TRANSPARENCY plays in innovation, exponential growth, and entrepreneurial success. With keen eyes for tracking impactful change, Matt and Paul share the key factors that can help CEO Founders and entrepreneurs successfully build high growth companies. WATCH THE …

CEO Founders: Demand Transparency in Finance

“TAKING TRANSPARENCY TO A WHOLE NEW LEVEL.” How will finance, wealth management and fintech evolve and become more transparent in the future? Mic Mann, Co-CEO Singularity University South Africa, and Paul Pagnato, Founder PagnatoKarp and Co-Chairman Cresset, discussed the critical importance of transparency during the Exponential Finance Summit. Paul shared his personal journey from early beginnings to where the Transparency …

Paul Pagnato Prepares Harvard Students for Transparency in Leadership

“SUCCESS IS FAILURE TURNED INSIDE OUT.” Paul Pagnato, Founder PagnatoKarp and Co-Chairman Cresset,  presented Transparency in Leadership to an enthusiastic Harvard Summer School class of business professionals. Together with Professor John Paul Rollert, the leadership topic focused squarely on failure, perseverance and transparency as a recipe for success. “To grow exponentially, failure and risk must be acceptable and experimentation is …

CEO Founders Greatest Opportunities

World economies are experiencing lasting change due to the COVID-19 pandemic. There are tremendous opportunities for CEO Founders to consider that are making an impact. Listen to FAU Host Dr. Rainford Knight and guest, Paul Pagnato, discuss the on-going transformations. Paul Pagnato is Cresset’s Co-Chairman and Founder at PagnatoKarp, an FAU alumnus, and a member of the FAU Foundation’s Board of …

A New Paradigm For Wealth Management - PagnatoKarp and Cresset

Barron’s: PagnatoKarp Joins Cresset, Assets Hit $9.5 Billion

Barron’s, Jun 17, 2020, by Steve Garmhausen Chicago-based Cresset Asset Management has acquired fellow RIA PagnatoKarp, in Reston, Va., to create a $9.5 billion firm. Both employee-owned businesses offer private wealth management and multi family office services. The $2.3 billion deal for PagnatoKarp is the third for nearly four-year-old Cresset. In March of 2019, the firm bought $500-million Evanston Advisors, …

Now a $9.5 Billion RIA - PagnatoKarp and Cresset - Transparency Changes Everything

Cresset and PagnatoKarp Join Forces, Creating a $9.5 Billion RIA

Cresset now ranks among the largest RIAs in the country based on assets Cresset Asset Management (“Cresset”) announced today it has combined with PagnatoKarp through an acquisition. PagnatoKarp is a Reston, Virginia-based SEC registered investment adviser (RIA) with $2.3 billion in assets under management (AUM). Together with PagnatoKarp, Cresset now has $9.5 billion in AUM and eight offices around the nation. The …

PagnatoKarp Teams with Barrons for Next-Gen Financial Education

PagnatoKarp Teams with Barron’s to Provide Financial Education and Virtual Events Aimed at Improving Next-Gen Financial Literacy

PagnatoKarp has teamed with Barron’s in Education to help strengthen financial education for the next generation of business leaders through university programs and events. Barron’s invited Paul Pagnato, CEO Founder at PagnatoKarp, to speak at a special Next-Gen Webinar, “Young Investing in Turbulent Times”, to help students understand the impact of COVID-19 on financial markets and investing for the future. …

Tax-Related Cyber Scams

Top 3 Tax-Related Cyber Scams During the Pandemic

The COVID-19 pandemic has forced major changes to the way in which we work and carry out day-to-day activities. Cyber criminals love a crisis, especially when social distancing. Limitations on in-person meetings have created heavier-than-usual reliance on virtual and electronic communication. Panic-inducing events are lucrative opportunities for the unscrupulous to capitalize on fear. Here are 3 tax-related social engineering attacks …

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. SCHEDULE STRATEGY SESSION Here is a look at some of the important …

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 …