PagnatoKarp is a private wealth management firm and multi-family office. It provides portfolio management, financial planning, tax, legal, estate planning, private banking and trust, family coaching, travel, and lifestyle services to CEO Founders, entrepreneurs, wealth creators, and ultra-high-net-worth families.

  • Assets under management: $9.5 billion (as of 2020)
  • Barron’s and Forbes Top Advisor
  • Best Multi-Family Office 2020 by Family Wealth Report Awards 
  • Virginia Best Places to Work
  • It has successfully led more than 112 entrepreneurs through pre-sale planning, post-sale planning, liquidity events, exit planning, succession planning, and business sale advisory.