PK Asset Protection provides an unparalleled solution to ultra-affluent individuals, families and their business to protect their interests, preserve their assets, secure their future and provide a layer of protection from the vulnerabilities future uncertainty can bring. Through the PK Asset Protection division, clients gain access to tactics such as Estate Planning, Executive Bonus Plan, Dynasty Trust Revitalization and Buy-Sell Funding. These solutions, coupled with unique benefits through multifaceted relationships with providers, help meet the evolving and complex needs of ultra-affluent individuals and families.
"Asset Protection guards clients from the unexpected and plays a crucial role in overall planning and wealth management strategy," said Paul Pagnato, Founder of HighTower's Pagnato Karp. "Our ability to provide custom insurance strategies to clients, which redirects risk, allows for an essential layer of safety for our clients, their families and their businesses."
Pagnato Karp specializes in meeting the unique needs of the nation's ultra-affluent individuals and their families and oversees more than $2 billion in client assets. Providing transparent and pure investment advice for over 20 years, Pagnato Karp focuses on implementing the best approach to managing client costs, taxes and entry points into the markets, while also implanting proprietary solutions such as Unique Direct Private Investment, Custom Indexes and Custom Stock Portfolio opportunities for their clients.
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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.