| Name | Title | Contact Details |
|---|---|---|
David Hanono |
Chief Compliance Officer | Profile |
Portfolio Dynamics is a Tempe, AZ-based company in the Financial Services sector.
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.
Integra Global is a Nutley, NJ-based company in the Financial Services sector.
Willow Street is located in Jackson, Wyoming. The firm provides directed trustee, private family trust company administration and family office services to multigenerational families in the United States and internationally. Due to its advantageous tax environment, strong asset protections and innovative trust laws, Wyoming has emerged as a leading trust situs. Our firm has worked closely with families and their advisors for more than 10 years – providing Private Family Trust Company administration and Family Office services to multinational families. Willow Street Trust Company of Wyoming was formed to deepen our services to these families and their advisors, applying the broad knowledge gained and offer an additional way to establish situs in Wyoming.
Resource One Credit Union is a Dallas, TX-based company in the Financial Services sector.