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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.
Innovative Merchant Solutions is a leader in the bankcard processing industry. We are proud to be the processor-of-choice for hundreds of thousands of merchants, handling nearly $10 Billion in volume, annually. Our reputation has been built not only on
J Smith Lanier is one of the leading companies in Financial Services industry. J Smith Lanier is based in West Point, GA. You can find more information on J Smith Lanier at www.jsmithlanier.com
Vichara Technologies is a Hoboken, NJ-based company in the Financial Services sector.
Digital Asset is the leading provider of Distributed Ledger Technology to regulated financial institutions Digital Asset combines unparalleled financial markets leadership with world class technologists across multiple fields in one of the fastest growing fintech companies in the world. The Digital Asset Platform is the only Distributed Ledger platform to have been developed according to the production requirements of the world`s largest financial institutions. Founded in 2014, Digital Asset now has offices in five countries, serving global clients like the ASX and DTCC. We understand the needs of regulated markets and how to apply this new technology to existing institutions effectively and safely.