In this episode of Investor Education, with Dr. Ricahrd Orlando, he speaks on the importance of defining your family legacy and preparing your family for wealth.

Investor Education: Family Governance

The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event.

Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event. Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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Investor Education: Family Governance

Investor Education: Family Governance