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Wealth, Designed Intelligently.
Palatino Wealth Advisors is a boutique advisory firm for discerning individuals and families who value clarity, coordination, and measurable progress in their financial lives.
Our approach combines human expertise with institutional discipline and intelligent technology through our proprietary Palatino Blueprint™, a framework that unifies strategy, protection, and purpose.
We integrate investments, insurance, tax, and legacy considerations into one coordinated plan that evolves with your goals, your family, and the market.
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Technology that unites insight, discipline, and design.
AI-powered fund insights — presented in plain language for true transparency.
Architecture Over Assumptions.
We believe wealth isn’t simply accumulated, it’s architected.
Our role is to design an intelligent structure that adapts, protects, and endures.
The Palatino Blueprint™ replaces fragmented advice with an integrated framework that brings alignment, accountability, and continuous evolution.
Every strategy we build follows one principle: intelligence earns its place when it creates clarity, not complexity.
The Palatino Process.
From discovery to measurable outcomes - wealth management redefined.
Wealth + Wellness Review™
We begin with a deep discovery of your goals, values, and priorities across life, business, and legacy.
Blueprint ROI Analysis™
Our AI-enhanced analysis uncovers inefficiencies and opportunities across portfolios, insurance, and estate structures.
Implementation
We coordinate with your professionals to align strategy, execution, and reporting under one intelligent framework.
Impact Scorecard™
We review progress annually through measurable indicators of growth, efficiency, and readiness, ensuring your plan evolves with you.
Powered by Taurion™.
Behind the Palatino Blueprint™ is Taurion™, our proprietary agentic AI platform that powers intelligent, adaptive wealth design.
Taurion continuously connects data from portfolios, insurance, and estate structures, identifying opportunities and potential risks in real time.
It keeps every plan dynamic, compliant, and data-driven — while every insight remains guided by human judgment and fiduciary care.
AI-powered fund matching and suitability insights.
Why Choose Palatino.
“We replace complexity with clarity, and promises with proof.”
Architectural
Thinking
We design wealth like a structure - intentional, stable, and measurable.
Unified Wealth
Framework
Investments, insurance, tax, and legacy come together under one intelligent plan, coordinated and transparent.
AI + Human
Integration
Intelligent systems amplify, not replace, the human advisor, ensuring every decision blends insight with precision.
Continuous
Evolution
The Blueprint adapts as your life, markets, and priorities evolve, keeping your plan aligned and alive.
The Story Behind Palatino - A Modern Advisory House with a Classical Soul.
Palatino Wealth Advisors was founded on a simple belief: timeless values and modern intelligence can coexist.
Behind the Palatino Blueprint™ is Taurion™, our proprietary agentic AI platform that continuously connects data across portfolios, insurance, and estate structures, identifying opportunities and potential risks in real time.
Together, they ensure every plan remains dynamic, compliant, and data-driven, but always grounded in human judgment, empathy, and fiduciary care.
Palatino Wealth Advisors was founded on the belief that wealth should be architected, not improvised. Guided by timeless principles and powered by Taurion™, we bring clarity to complexity, transforming fragmented financial decisions into one intelligent design.
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.
