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

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

Paul A. Pagnato, CEO Founder at PagnatoKarp, has been ranked #1 in Virginia and #29 in America on Forbes 2019 Top Wealth Advisors list. This is the fourth year in a row that Pagnato has earned a spot on the exclusive list of advisors, together managing nearly $1 trillion in client assets, from national, regional and independent firms. “Transparency and …

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

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 anticipation of significant …

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 …

CEO Founders - Defer Taxes When Selling Your Business - O-Zones

CEO Founders: How To Defer Taxes When Selling A Business

The genesis behind the Opportunity Zone legislation traces back to an unlikely cohort of bipartisan lawmakers, conservatives and young philanthropic multi-billionaires. The engine behind the idea was Sean Parker, of Napster fame, the original president of Facebook, who a decade earlier approached a few senators from the states with the largest concentration of run-down neighborhoods and highest inner-city poverty rates. …

Warren Buffet's Answer to the Ultimate Wealthiest Wish

CEO Founders Ultimate Wish? Warren Buffet’s Answer…

Grateful to have spent the entire day with CEO Founder Warren Buffet, the third wealthiest person in the world. Attending his annual shareholder meeting provided life long lessons. Most significant was Warren’s long dialogue on TIME. Warren said, “When you have more money than you can ever spend, the only thing you wish for is more time.” He loves what …

Top 5 Disruptive Innovations CEOs Need to Know

Top 5 Disruptive Innovations CEOs Need To Know

As a CEO, one of your biggest responsibilities is to help steer your company into the future. To do so effectively, you’ll need to understand the tremendous impact disruptive innovations are making and how that affects the path you take. This audio play articulates the top 5 disruptive innovations offering keys to growth. Listen Now: Top 5 Disruptive Innovations Our …

10 Tips Before Selling Your Business

You’ve worked hard to build your business and now you’re considering selling. The process takes considerable planning and preparation well in advance to help maximize the value. Here are 10 things to consider: 1. Determine If A Sale Meets Your Cash Flow Needs. Each of the more than 70 times – without exception – we have assisted a client through a …

Singularity University Exponential Finance Summit

Exponential Finance Summit & Singularity University Welcome Paul Pagnato

Singularity University (SU) hosted the 2019 Exponential Finance Summit in Cape Town, South Africa, from May 29-30. Paul Pagnato, founder and CEO at PagnatoKarp, presented “The Transparency Wave in Finance” at the Summit. Watch the promo video: (Exponential Finance Promotional Video – Award Disclosures: Pagnato is ranked #16 on Barron’s Top Independent Financial Advisors and #35 on Forbes Top Wealth Advisors lists for 2018. ) …

Barron's Top 1200 Financial Advisors 2019

Barron’s Ranks Paul Pagnato #2 in Virginia on 2019 Top 1,200 Financial Advisors List

Paul A. Pagnato, founder and CEO at PagnatoKarp, is ranked #2 in Virginia on Barron’s Top 1,200 Financial Advisors list for 2019, marking his 9th appearance on the prestigious list. Pagnato is also ranked #2 in N. Virginia on Forbes Best-In-State Wealth Advisors, #16 on Barron’s Top Independent Advisors and #35 on Forbes Top Wealth Advisors.¹ “The Barron’s #2 ranking reinforces our …