The Pagnato-Karp Group Enhances Family Office Solutions With New Director of Financial Planning
RESTON, Va., Feb. 27, 2014 /PRNewswire/ -- HighTower's Pagnato-Karp Group, founded by Barron's Top 100 Advisor Paul Pagnato, welcomes Amanda Knott as Director of Financial Planning. Ms. Knott will work with the Pagnato-Karp Group's existing Family Office Solutions to create innovative, customized financial plans – including pre-liquidity planning, lifestyle assessment, cash flow analysis and tax and estate planning – for its ultra-high-net-worth clientele.
The Pagnato-Karp Group specializes in meeting the unique needs of the nation's ultra-affluent individuals and their families, while overseeing more than $2 billion in client assets. Providing pure and transparent investment advice for over 20 years, The Pagnato-Karp Group emphasizes controlling costs, taxes and market entry points for its clients. The firm also offers proprietary solutions including custom stock portfolios, custom indexes and unique direct private investment opportunities.
"Amanda's innovative thinking, combined with her vast financial planning expertise and commitment to acting in the best interests of our clients, makes her an ideal fit," said Partner, Founder and Managing Director Paul Pagnato. "Our Family Office Solutions, including our concierges, custom Family360 process, attorney, and family coach, linked with our focus on security and technology solutions, truly provides a complete family office for our clients."
Ms. Knott holds the Certified Financial Planner™ (CFP®) designation and is a member of the Financial Planning Association – National Capital Area. She received a BA with a concentration in Business Administration/Marketing from Towson University's Honors College, with Summa Cum Laude distinction, and earned her MBA with Finance concentration from Loyola University Maryland.
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HighTower is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors and comprehensive support for independent advisors sets us apart. See www.hightoweradvisors.com.