Events

In this webinar, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this preparation supports the selection of appropriate strategies, and how to put these concepts in action. They will share examples from their years of working with clients from the family dynamics and fiduciary perspectives, respectively.

Estate planning is a conscious set of choices with multigenerational implications beyond the purely financial. We believe planning should be approached thoughtfully and intentionally as a tool to move towards an individual’s or family’s vision of success. While the scheduled sunset of federal estate tax exemptions at the end of 2025 is spurring interest in the subject, rushed planning is often bad planning and taxes shouldn’t be the only catalyst for action.

In this webinar series Pathstone Managing Director Jim Coutré and Chief Fiduciary Officer Scott Weaver, share their experiences over the years working with clients from the family dynamics and fiduciary perspectives, respectively. Jim and Scott explore common obstacles to thoughtful estate and wealth transfer planning and how to address them while considering family values and purpose, planning strategies, and tactics and implementation.

JUNE 5: Family Values and Purpose ✔

JUNE 12: Planning Strategies ✔

JUNE 18: Tactics and Implementation ✔

RIA Intel and the RIA Institute hosted the Annual RIA Intel Awards. Executive Managing Director of Pathstone, Kenneth Hart CFA^® , led the discussion “Stand Out in a Crowd: How to Create a Unique Value Proposition to Clients” during breakfast.

Pathstone Director, Taddy Barnhill, spoke at Fidelity’s ‘Growing Your Practice with Charitable Planning’ webinar on June 6^th.