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Family Engagement

Through thoughtful planning, communication and education, we can help your family beat the odds and successfully transition wealth across generations.

Pathstone is a firm believer that educating current and future generations about wealth is key for the successful transfer of that wealth to those future generations. We recognize that being born into an affluent family doesn’t come with an instruction manual and Pathstone has developed programs that can be tailored to your family’s needs. Our goal is to prepare your heirs to be good stewards and thoughtful managers of the family’s wealth enterprise.


  • Family & Next Generation Education, Counseling & Coaching
  • Family Governance Planning
  • Develop Age Specific Program Covering Various Areas of Family Wealth (Investing, Budgets, Philanthropy, Risk Management)
  • Organize & Lead Multi-Generational Large Family Meetings / Retreats
  • Coordination of a Family Memoir

Let us demonstrate how we can add value

Tell Us About You

In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process.  To begin, first help us understand you and your needs.

Start Pathforward Process
Families & Individuals services