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A Guided Path Supports Your Long-Term Goals

January 30, 2018 |

Angelo Robles, FOA Founder, interviews Pathstone co-CEO, Allan Zachariah, around “New Developments in Family Office Management Structure.”

To learn more and speak with us about family office structuring, please email tfarsh@pathstone.com.

January 26, 2018 |

Pathstone, The Modern Family Office™, announced today that they are dedicating additional resources to grow their institutional client segment and further enhance their impact investment services. Jennifer Murtie, COO, will spearhead the firm's institutional growth initiative and help advance the firm's long-standing ESG (environmental, social and governance) commitment. Mark Peters, Managing Director, will chair the Impact Investment Research Committee and work in partnership with Jennifer to deepen Pathstone's ESG offering. The firm also announced the addition of more resources for impact research and an expanded list of comprehensive services for foundations.