Entities

  1. Home
  2. Entities
  3. PagnatoKarp

PagnatoKarp

Entity Type
Family Offices
Links
Website Twitter LinkedIn
Industry
Finance, Investments & Asset Management
Location
Virginia
Founding Date
2016

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.

Paul Pagnato

2016 - present

  • 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. 

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

Copyright Finnotes.org © 2018 - 2020