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We’re a highly collaborative family office dedicated to fueling the next generation of entrepreneurs through precise data, unwavering commitment and laser focused strategy. We value active partnerships, diverse perspectives and meaningful disr...
Union Bank and Trust Co. is one of the leading providers in Financial Services. It is based in Harvard, IL. To find more information about Union Bank and Trust Co., please visit www.unionbanknc.com
XPS Pensions Group is the largest pure pensions consultancy in the UK, specialising in actuarial, investment consulting and administration. The XPS Pensions Group business combines expertise, insight and technology to address the needs of over 1,000 pension schemes and their sponsoring employers on an ongoing and project basis. XPS undertakes pensions administration for over 870,000 members and provide advisory services to schemes of all sizes including 25 with over £1bn of assets. XPS Pensions Group won the 2019 Professional Pensions Actuarial/Pensions Consultancy of the Year and the 2019 Professional Pensions Third Party Administrator of the Year. XPS Pensions Group was also ranked the No.1 Third Party Administrator in the Professional Pensions 2019 survey for the fourth year in five years.
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.
941 Partridge Circle is a Sarasota, FL-based company in the Financial Services sector.