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Pathstone’s Chief Advisory Officer, Kelly Maregni, was a featured speaker at “The Business of Family: Protecting the Matriarch + Patriarch” webinar hosted by Burns & Levinson.

During the conversation, Kelly Maregni addressed various key approaches to advising families,  including establishing relationships with families, communication and transparency within families, setting goals, succession and estate planning, and more.

Click to listen to the “The Business of Family: Protecting the Matriarch + Patriarch” webinar recording.