PagnatoKarp
Financial Services - Reston, VA, US
PagnatoKarp Details
PagnatoKarp is now Cresset, a private wealth management firm and multi-family office. Barron's and Forbes Top Advisor 2021, Best Multi-Family Office 2020 by Family Wealth Report and a Best Place to Work by Investment News, Virginia Business, and Washington Business Journal.*Our boutique team of professionals specialize in the needs of CEO Founders, entrepreneurs, wealth creators and ultra high-net-worth families, fusing portfolio management, financial planning, tax, legal, estate planning, private banking and trust, family coaching, travel and lifestyle services.Cresset has successfully led more than 100 entrepreneurs through pre-sale planning, post-sale planning, liquidity events, exit planning, succession planning and business sale advisory. We embrace transparency and the legal obligation to place clients' interests first through True Fiduciary® standards. From custom solutions to tailored financial plans, we combine high-touch sophistication with high-tech innovation to create an Intelligent Wealth Management® experience that helps streamline complexity.Cresset offices are located in Reston VA, Chicago, Atlanta, Denver, Houston, Minneapolis, San Francisco, and West Palm Beach.Disclosures: Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC, (CAM) also conducting business as PagnatoKarp, and Cresset Partners, LLC, SEC registered Investment Advisors. *Awards Disclosures here: https://cressetcapital.com/disclosures/
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