Forbes Names Paul Pagnato to 2018 Top Wealth Advisors List

Paul A. Pagnato, founder and CEO at PagnatoKarp, has been ranked #35 on Forbes 2018 Top Wealth Advisors list. This is the third year in a row that Paul has earned a spot on the exclusive list of star advisors from national, regional and independent firms, together managing $733 billion in client assets. An industry thought-leader, Paul is sought after …

FAU First in Florida To Partner With Barron’s In Education

By James Hellegaard, October 4, 2018 Florida Atlantic University’s College of Business has announced a new partnership with Barron’s in Education program from Dow Jones. The program, funded by financial magazine Barron’s, is sponsored by wealth management firm PagnatoKarp, whose founder and CEO Paul A. Pagnato earned his bachelor’s degree from FAU’s College of Science in 1986. “Mr. Pagnato’s generosity supports our students and will help prepare them for …

Welcome Wayne Zell

PagnatoKarp Welcomes Wayne Zell To Its Executive Team As Chief Legal Officer

Wayne M. Zell joins PagnatoKarp as Chief Legal Officer, responsible for estate, tax and business succession planning for family office clients, and serves as in-house General Counsel for compliance and legal matters affecting the firm. Wayne delivers robust family office services designed to have a positive impact on the total financial well-being of clients. Combining personalized services with innovative technology …

Barron’s Ranks Paul Pagnato #16 on 2018 Top 100 Independent Financial Advisors List

Paul A. Pagnato, Founder and CEO at PagnatoKarp, climbed three spots in 2018 to be ranked No. 16 on Barron’s Top 100 Independent Financial Advisors list. Barron’s featured its annual ranking of independent advisors and firms in its Sep 17, 2018 magazine issue. This is Pagnato’s sixth time being recognized on the prestigious Barron’s list. “At PagnatoKarp, our mission focuses squarely on …

Welcome Oleg Ikhelson

PagnatoKarp Welcomes Oleg Ikhelson as Director of Tax Services

PagnatoKarp welcomes Oleg Ikhelson to the team as the new Director of Tax Services. Oleg advises Family Office clients on complex tax planning and tax minimization strategies, as well as preparing individual, partnership, trust and foundation tax returns. He brings nearly 20 years of experience advising ultra-high net worth families on federal and state taxation while streamlining compliance and correspondence. By …

FA Mag Capitalizing Power Of Trust

Capitalizing On The Power Of Trust

FA Magazine, September 2018, by Tracey Longo Read the original FA Magazine Article here: Capitalizing On The Power Of Trust If doing the right thing for investors comes with a price, it also comes with exponential upside potential. Just ask PagnatoKarp, a Reston, Va.-based registered investment advisor formed by a high-net-worth team of brokers who made the leap from Merrill …

Penn State and Barrons

Barron’s In Education: PagnatoKarp Sponsors Penn State Smeal College of Business

September 5, 2018 The Penn State Smeal College of Business has announced a new partnership with the Barron’s in Education Program from Dow Jones. Wealth advisory firm PagnatoKarp, based in Reston, Virginia, has sponsored a two-year site license to Barron’s, one of the nation’s premier financial resources, that allows free access for Smeal students, staff, and faculty. In addition to …

Historic Bull Market

Historic Bull Market: Stay Disciplined

The stock market has made history, marking the longest bull market ever. This resilient bull market has lasted for an amazing nine years. We are closing in on a decade. The S&P 500 index has climbed an incredible 325% since its low in March 2009. This is a great reminder that market timing does not work. A great reminder to …

Alternative Assets

Six Alternative Assets This $3.5B RIA Uses To Diversify Client Portfolios

FA Magazine, by Christopher Robbins, July 31, 2018 With clients demanding income from their portfolios, Paul Pagnato has turned to alternatives. Pagnato, founder and CEO of PagnatoKarp, a $3.5 billion¹ RIA based in Reston, Va., said his average client has between 25 percent and 35 percent of their portfolios in alternative investments. “We allocate to alts from both equity and …

Jennifer Wappaus - Forbes - America's Top Next-Gen Wealth Advisors

Forbes: “A Family-Forward Team Approach To Complex Situations”

Forbes, by R.J. Shook, July 25, 2018 For Jennifer Wappaus, a Private Wealth Advisor with PagnatoKarp, the more complex and challenging a client’s situation, the better. “Our biggest value-add comes from working with entrepreneurs selling their businesses. We focus on moving the whole family forward after the sale event.” Sales of substantial businesses involve many moving parts—financial and psychological—and emotions …

Financial Advisor RIA Ranking 2018

FA Magazine Names PagnatoKarp to 2018 Top RIA Survey and Ranking

Financial Advisor Magazine released its 2018 RIA Survey and Ranking with PagnatoKarp on the list of top Registered Investment Advisors (RIAs). PagnatoKarp has received four Barron’s and Forbes awards this year and was recently crowned 2018 ‘Best Multi-Family Office (New Entrant)’ at the Family Wealth Report Awards¹. “We take our fiduciary duty as an RIA further than required, with True Fiduciary® …

What Is A Family Office?

What Is A Family Office?

If you’ve been working every day growing your business and find that your business has overtaken your life, you might need help simplifying complexity. Who do you rely on to help you navigate and streamline your affairs? In this era of increased automation and democratization of information, there are options to satisfy most everyone’s level of risk, fee tolerance and …

Artificial Intelligence - Advancing Your Family

Artificial Intelligence: Advancing Your Family

Are you on a first-name basis with Alexa or Siri? Whether you know it or not, artificial intelligence (AI) is a part of your life. While such technological advances were promised to us for decades, until recently they were just that – promises, available in relatively primitive forms to the privileged few. In the last few years, however, the use …

Financial Planning

Financial Planning: A Fiduciary Business®

How does a financial planner add value in a Family Office? How does financial planning contribute to operating as a Fiduciary Business®? While there are certainly many elements of “hard science”, a large part of financial planning depends on other factors – getting to know the client and being able to clearly articulate their goals and needs. The relationship between …

Family Legacy Coaching

Planning Your Family’s Legacy: A Fiduciary Business®

Within every family office, there is a range of services available to individuals and families, each of which tackles a distinct issue related to the rest. Most of those – such as investments, financial planning and tax strategies – are focused on assets. Family coaching, on the other hand, focuses exclusively on the family. The distinction is one of financial …

The Broader Universe

A Fiduciary Business®: The Broader Universe

While the general public is becoming increasingly aware of the difference between fiduciary and non-fiduciary financial advisors, lost in the hubbub over that distinction is the fact that the same principle can be applied to the broader universe of advisory services. The words “fiduciary” and “business” should be irrevocably linked with the ultimate goal of all kinds of enterprises putting …

Generational Wealth

Generational Wealth: Family Forward Transparency

Within every family office, there is a range of services available to individuals and families, each of which tackles a distinct issue related to the rest. Most of those – such as investments, financial planning and tax strategies – are focused on the assets. Family coaching, on the other hand, focuses exclusively on the family. The distinction is one of …

Medical Choices

Planning For Medical Choices: A Fiduciary Business®

Bestselling author Barbara Ehrenreich is back with a book that is sure to lead to a lot of questions about the choices she’s making. The 76 year-old, described by The New Yorker as “a veteran muckraker,” has written Natural Causes: An Epidemic of Wellness, the Certainty of Dying and Killing Ourselves to Live Longer, in which she describes at length …

Exponential Change

Living In An Era Of Exponential Change

Albert Einstein famously said, “Compound interest is the eighth wonder of the world.” Indeed, it is one of the bedrock foundations of wealth advisors, this notion that investing early and often allows small amounts to become much more than the sum of their parts. Instead, they can grow exponentially. The simplest mathematical example of the power of exponential growth involves …

Transparent Travel

Safe Travels

As graduations conclude and the weather heats up, families across America are embarking on summer vacations, traveling the roads and airways to destinations both familiar and exotic. In many cases, a modicum of self-planning will be enough for a satisfying trip, but in other situations it may take expert advice to maximize everyone’s enjoyment. You might know that you want …