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Designed for Clarity in Complex Financial Lives.
Palatino Wealth Advisors works with high-income families and business owners whose financial lives have grown more complex than traditional planning can handle.
When income is concentrated, decisions are interconnected, and the cost of a mistake is high, clarity matters more than optimization.
Our role is to bring structure, protection, and disciplined decision-making to complexity—so clients can move forward with confidence, not guesswork.
Clarity Comes Before Strategy.
Most financial plans fail not because markets move, but because they assume stability.
At Palatino, we believe intelligent wealth building starts by understanding how decisions connect across income, business, protection, liquidity, taxes, and family obligations.
Our philosophy is simple:
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Structure before optimization
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Protection before growth
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Decision clarity before product selection
When structure is sound, growth becomes intentional instead of fragile.
Built for People with Real Complexity.
Business Owners
We work with owners whose personal wealth and business outcomes are deeply connected, creating dependency, liquidity risk, and difficult trade-offs when decisions aren’t coordinated.
We help owners bring structure to both sides of their financial life—without forcing premature exits or unnecessary constraints.
High-Income Families
We work with families who earn well but face growing complexity from equity compensation, concentrated income, dependents, lifestyle commitments, and long-term obligations.
Our work helps families reduce hidden fragility while preserving flexibility as life evolves.
A Structured, Human-Centered Approach.
Every relationship begins the same way: with clarity. We start by identifying:
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Where income and outcomes are dependent
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Which risks matter now—and which can wait
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Where liquidity truly matters
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What decisions need boundaries, not guesswork
This work is guided by the Palatino Blueprint™, our framework for navigating complexity with discipline and foresight.
Only after clarity is established do we move into implementation and long-term planning.
Intelligence That Strengthens Judgment.
To support this work, Palatino is backed by Taurion, our proprietary decision intelligence platform.
Taurion helps us model dependencies, stress scenarios, and second-order effects across complex financial decisions.
Taurion does not replace human judgment. It strengthens it, so that decisions are made with full awareness, not assumptions.
Taurion doesn’t replace judgment; it sharpens it, especially when decisions matter most.
Why Clients Choose Palatino.
We are selective by design to ensure depth, discretion, and long-term alignment.
Architectural
Thinking
A protection-first, structure-driven philosophy.
Unified
Framework
Coordination across financial, personal, and business decisions.
AI + Human
Integration
Clear decision frameworks instead of reactive guidance.
Continuous
Evolution
Measurable progress defined by confidence and resilience, not just returns.
Meet The Team
Swas Sur
As the Chief Marketing Officer, Swas leads the firm’s brand, communications, and client experience strategy.
Anindya Ghosh
As the Head of Growth, Anindya leads efforts to analyze market opportunities and develops customer acquisition strategies.
Priyanka De
Growth Manager - identify opportunities among HNWI investors and onboard them onto Blueprint.