Pagnato-Karp Group, a US-based investment advisory services provider, has established a new asset protection division, called PK Asset Protection.
Led by Samantha Young, the new division will offer a solution to ultra-affluent individuals, families and their business to protect their interests, preserve their assets, secure their future and provide a layer of protection.
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The division will give clients access to tactics such as estate planning, executive bonus plan, dynasty trust revitalization and buy-sell funding.
Paul Pagnato, founder of Pagnato Karp, said: "Our ability to provide custom insurance strategies to clients, which redirects risk, allows for an essential layer of safety for our clients, their families and their businesses."
Pagnato Karp specializes in addressing the needs of the nation’s ultra-affluent individuals and their families and oversees more than US$2 billion in client assets.
Additionally, Pagnato Karp manages client costs, taxes and entry points in the markets, while also implanting proprietary solutions such as direct private investment, custom indexes and custom stock portfolio opportunities for their clients.
