The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event. Our group's intellectual capital and proprietary portfolio management strategies have protected our clients' capital through all market cycles.

Wealth preservation, safeguarding assets and helping achieve clients' goals, is our focus. To accomplish this we incorporate our tailored and unique solutions - Family 360, The Archives, PKG Capital Accelerator, custom third party performance reporting, tax-minimization strategies, open investment architecture and comprehensive due diligence - the result is a strategy and solution that is unique to our clients. We have built a reputation of protecting our clients' capital and for serving the particular needs of this distinct client base for over 20 years, while overseeing $1.8 billion in client assets. Our 15 person team understands the critical importance of close client relationships based on individually tailored services, personal contact/engagement and deep trust, while providing our clients with respected intellectual capital, extensive resources, professionalism, and a deeply ingrained service ethic.