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Maximise your environmental, social and financial investment returns
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.
Fiume Capital is a private investment firm focused on consumer facing companies in the technology, media, and entertainment sectors, investing across the capital structure.
ACC International is a Schaumburg, IL-based company in the Financial Services sector.
Founded in 1933, CBE Companies is a global provider of outsourced call center solutions. Our ability to constantly adapt, evolve and stay ahead of the regulatory environment sets us apart from other providers. We`ve implemented the controls necessary to meet the most stringent requirements of federal contracts, as well as heavily regulated and complex Fortune 100 companies. This sustained focus on thought leadership and continual investment inevitably benefits all of our clients by delivering performance excellence and mitigating present and future risk. With more than 1,300 people in five locations globally, CBE Companies can deliver the right solution in the right location(s) for your ever-changing business needs. Its corporate headquarters is located in Cedar Falls, Iowa, with two facilities in Waterloo, Iowa, and additional facilities in New Braunfels, Texas and Manila, Philippines. The organization is consistently recognized as an Employer of Choice. It has also been recognized by Workplace Dynamics as one of Iowa`s Top Workplaces.