HighTower’s Pagnato-Karp Group Appoints Amanda Knott as Director of Financial Planning
Proquest LLC
HighTower'sPagnato-Karp Group, founded by Barron's Top 100 Advisor Paul Pagnato, welcomes Amanda Knott as Director of Financial Planning.
Knott will work with the Pagnato-Karp Group's existing Family Office Solutions to create customized financial plans - including pre-liquidity planning, lifestyle assessment, cash flow analysis and tax and estate planning - for its ultra-high-net-worth clientele.
According to a release, the Pagnato-Karp Group specializes in meeting the 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 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."
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News