Families & Individuals
- Objective advice, deep research, innovative solutions and a commitment to deliver competitive net results.
- We will work closely with you to develop a framework around your entire wealth enterprise designed to achieve your objectives and help you preserve wealth across generations.
- In-house team of tax professionals to assist with all of your compliance and accounting needs.
- Fully staffed team capable of delivering comprehensive family office services tailored to your specific requirements.
Family Offices
- Tools, solutions, reporting, access and outsourced advice tailored to complement your in house offerings and staff.
- Team of experienced tax professionals equipped with best practices, solutions and tools to add measurable value.
- Fully staffed team capable of delivering comprehensive services tailored to your family office requirements.
Select Institutions
- Fiduciary advice, solutions, tools, reporting and support to accelerate the achievement of your organization's objectives.
- In house team of tax professionals to assist with all or portions of your compliance and accounting needs.
- Comprehensive services to outsource your back office or simply compliment your existing organization.

Events

Previous events

Aug 06,2020

2:30 pm EST

Virtual

Pathstone Managing Director Jeff Scheer will speak at the Family Office Investment Symposium

Portfolio Construction Strategies

Jeff Scheer will speak on the “Creating an Impact Portfolio: Total Portfolio Construction Strategies” panel at the virtual Family Office Investment Symposium hosted by Opal Financial.

Find out more

Jul 21,2020

Virtual

Pathstone President Matt Fleissig will speak at Virtual Advisor Summit panel

Business Planning

Matt Fleissig will speak on “After the Deal is Done: Navigating the complicated field of M and A is only the beginning” panel at the Virtual Advisor Summit hosted by IC Summits.

Find out more

Jul 08,2020

Virtual

Pathstone’s Jeff Scheer, Managing Director, will speak at ESG Investment Forum panel

ESG and Impact Investing

Jeff Scheer will be a speaker on the “Manager selection with ESG considerations” panel at Opal Financial’s virtual ESG Investment Forum 2020.

Load more events

Strengthening the Promise: Growing Smart(ly) in a Way That Matters

We are thrilled to be welcoming the Cornerstone clients and team to Pathstone.

Cornerstone is uniquely aligned around our future mission and shares a similar culture as ours with focus in their service to clients, people, growth, and promise of being a multigenerational firm. By combining our talented teams, state-of-the-art technology, and innovative processes, we strengthen the promise we make to our clients to create, manage, and preserve their legacy for many generations.

Together we can continue our focus to be a firm celebrated for our core values and to be recognized as “Built for Clients, Powered by Innovation, and Smart in a Way that Matters.”

Click to learn more about Cornerstone

Go to Press Release

Events

Previous events

Pathstone Managing Director Jeff Scheer will speak at the Family Office Investment Symposium

Portfolio Construction Strategies

Pathstone President Matt Fleissig will speak at Virtual Advisor Summit panel

Business Planning

Pathstone’s Jeff Scheer, Managing Director, will speak at ESG Investment Forum panel

ESG and Impact Investing

Interested to learn more?

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