Family office advisors Paul Pagnato and David Karp have launched their independent wealth specialist firm, known as PagnatoKarp.
Based in Reston, the firm specialises in investment advice for ultra-high-net-worth individuals, entrepreneurs and their families.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
It will offer a range of services including investment management services, wealth planning and coordination, on-staff legal and estate planning, tax preparation and overall family leadership.
"It’s a very exciting time for us and our clients. Launching this firm was the next logical step in providing premier service to our successful clients and their families. With $2.5 billion in assets under advisement, we are large enough to command the best resources to help our clients achieve their goals, yet nimble enough to provide unique, customized service," Pagnato said.
The firm will have a 6:1 client-to-staff ratio, and offer 100% customised financial planning.
"We appreciate that every client is unique, so we plan and build around specific, individual needs. We do not manufacture or sell proprietary solutions, so we have no bias and no restrictions. Simply put, we are fanatical about our 360-degree focus on each of our clients and their needs," Karp said.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
