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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Spendvision is a San Francisco, CA-based company in the Financial Services sector.
United Security Bancshares is a $650+ million bank holding company headquartered in Fresno, California. United Security Bank, its principal subsidiary, is a California state chartered bank with 11 branches serving the Central Valley and Campbell, and is a member of the Federal Reserve Bank of San Francisco.
AmeraCash is a Philadelphia, PA-based company in the Financial Services sector.
Avant Global is built on the guiding belief that trust, above all else, is the most powerful currency in business. Trust is something you earn and is at the foundation of all we do. We also believe trust is an action, something that must be shown, not just said. We uphold ourselves and partners to an unwavering integrity, and pride ourselves on the follow through that has been entrusted to us. We are at our happiest, when we are serving others. Our mission is to help guide top leaders and companies through the process of strategic change and growth. We do this by connecting our clients and partners with the right decision makers, within the right markets, that they can trust. Since 1999, Avant Global has specialized in helping high-net-worth individuals, family offices, investors and Fortune 1000 companies seamlessly open doors and close deals with the support of our vetted global network. We specialize in identifying and forging deep relationships with the world’s most disruptive leaders and investments across strategic technology sectors, energy, real estate, and consumer products.