The younger generations of highly affluent families have the opportunity of preserving and expanding their family’s legacy. In today’s world information is constantly evolving making it difficult to know what decision is right for you and your family. Who can you turn to get questions answered for the problems of tomorrow?
The FuturePath initiative by Pathstone is designed to tackle this question by directly engaging with the rising generation to ensure they are equipped with the knowledge and skills necessary to act as strong stewards of their family wealth.
We aim to educate on the creation and preservation of wealth through shared learning, interactive events, and peer engagement. The future leaders of Pathstone partner with the rising generation of clients to guide, teach, and empower them.
6 FuturePath Fundamentals
- Investments
- Values-Aligned and Impact Investing
- Budgeting
- Tax
- Philanthropy
- Estate Planning
Participants will network with other clients and build relationships with Pathstone experts. FuturePath equips participants with the tools they need to achieve their dreams.
