In the “Multi-Family Offices Ride The RIA M&A Boom” article by Family Wealth Report, Matt Fleissig addressed Pathstone’s recent merger and acquisition (“M&A”) activity.
Note the following corrections: 1) Pathstone's acquisition of Cornerstone Advisors and Price Wealth is pending and is expected to close at the end of September 2020. At that point Pathstone will oversee an approximate combined AUA of $22B. 2) Kanaly Trust is not part of any acquisition by Pathstone."
