Independence, Reinforced

A Guided Path Supports Your Long-Term Goals

June 12, 2018 |

Pathstone President, Matt Fleissig, was recently interviewed by Fidelity’s Sr. Vice President, Andrew Fay in an article entitled “Can High Touch Meet High Tech in the Multi-Family Office?”

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May 25, 2018 |

Pathstone’s first HerPath conference was held at the Lotte New York Palace hotel on April 13, 2018. The event catered to Pathstone female clients and was attended by seventy-five women. Pathstone kicked off the event on Thursday evening with a cocktail reception, where attendees had the opportunity to meet and mingle. On Friday, attendees participated in a full-day conference, which included talks by female leaders in the financial industry and interactive learning sessions.

The information provided is for educational purposes only and is not intended to be, and should not be construed as investment, legal or tax advice. Pathstone makes no warranties with regard to the information or results obtained by its use and disclaims any liability arising out of your use of, or reliance on, the information.

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.