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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.
National Institutes Of Health Federal Credit Union is a Rockville, MD-based company in the Financial Services sector.
International Lease Finance Corporation (ILFC) primarily acquires commercial jet aircraft from The Boeing Company (Boeing) and Airbus S.A.S. (Airbus), and leases these aircraft to airlines throughout the world.
At Otis, we turn aficionados into shareholders. We believe in transparency, liquidity, and trusting your own gut. We`re democratizing an otherwise closed market and making these alternative assets accessible. Invest in the things that you love, and build a portfolio better suited to a museum than a stock ticker.
EDI Gateway is a Montreal, QC-based company in the Financial Services sector.