RESTON, Va., Jan. 17, 2017 /PRNewswire/ -- Transparent family wealth advisors, PagnatoKarp, today announced the launch of PK Perks, an expansion of the family office's current concierge services to also include its True Fiduciary™ clients.
"We have a long history of providing premier concierge services to our ultra-high-net-worth family office clients," said Paul A. Pagnato, founder, PagnatoKarp. "With the launch of PK Perks, we have scaled a portion of those valuable services for delivery to all of our clients, knowing they too will benefit greatly from our extensive concierge insight and know-how."
Through the PK Perks program, PagnatoKarp's True Fiduciary™ clients will not only receive exclusive discounts for products and services, they will also be kept informed of new area entertainment options including restaurants, sporting events, concerts and shows. Participating companies already include limo transportation, fine gift vendors and cybersecurity service providers. Additional participants will be joining the program on a regular basis.
Since the firm's founding, independent registered investment advisor (RIA) PagnatoKarp has specialized in ultra-high-net-worth individuals, families and entrepreneurs, and represents over $3 billion in assets under advisement. Providing family thought leadership with estate, succession and tax planning, as well as investment and concierge services, the family office expanded their focus to include high-net-worth investors late last year with the launch of the True Fiduciary™ business unit. Pagnato believes concierge services are an important value add for both client groups.
For more information on PK Perks, please email email@example.com.
Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor (2013-2016) and ranked on the America's Top Wealth Advisors List of 2016 by Forbes, and David W. Karp, PagnatoKarp is a transparent family wealth advisor. PagnatoKarp specializes in ultra-high-net-worth individuals, families and entrepreneurs. The firm represents over $3billion in assets under advisement, and its family office supports all aspects of sudden wealth events so clients can confidently get on with their life's endeavors while pursuing the protection and preservation of their wealth. PagnatoKarp strives to adhere to the True Fiduciary™ standard it designed in order to assure its clients that they are always seeking to act in their best interests. Learn more at www.pagnatokarp.com.
The Barron's ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Rankings may not be representative of any one client's experience but reflect the criteria used by the publication issuing the ranking and is not indicative of future performance.
Media Contact: Jessica Cultra
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