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Pagnato Karp Enhances Family Office Solutions With Acclaimed Client Strategist


News provided by

HighTower

Oct 30, 2014, 11:03 ET

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RESTON, Va., Oct. 30, 2014 /PRNewswire/ -- HighTower's Pagnato Karp, founded by Barron's Top 100 Advisor Paul Pagnato, expands Family Office Solutions through an exclusive partnership with acclaimed family office expert, Hannah Shaw Grove. Hannah will partner with Pagnato Karp's existing Family Office Solutions as a Client Strategist, delivering innovative decision support and education for the nation's most successful entrepreneurs and their families.

As fiduciaries, Pagnato Karp oversees in excess of $2 billion in client assets, with a primary focus on serving founders of privately held businesses - with an emphasis on pre-sale planning, having assisted more than 70 individuals through their liquidity event. Providing independent and transparent investment advice for more than 20 years, Pagnato Karp emphasizes controlling costs, taxes and market entry points for its clients - while also offering proprietary solutions, including custom stock portfolios, custom indexes and unique direct private investment opportunities.

"As a leading authority on best practices for ultra-high-net-worth individuals, families and family offices, Hannah will provide our clients with exceptional knowledge, leadership and expertise on the issues that are most important to them," said Paul Pagnato. "As fiduciaries, we are committed to placing our clients' best interests first, and by adding Hannah's insights and experience with our custom Family Office Solutions, we continue to strengthen this commitment."

Hannah Shaw Grove is the author of eleven books and one of the world's leading experts on private wealth and the formation and operation of family offices. Her reputation is built on more than 20 years of experience working with wealthy families and their closest advisors, complemented by extensive statistical research with the same constituencies. Hannah is a cum laude graduate of Harvard University.

For media inquiries, please contact Nelly Adamietz, JCPR, at 646-922-7766 or [email protected].

About HighTower

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.

Nelly Adamietz
JCPR 
646-922-7766
[email protected]

SOURCE HighTower

Related Links

http://www.hightoweradvisors.com

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