Joe H. Dixon, III, a CFP®* professional and Manager in the firm’s Atlanta office, serves as a main point of contact for several of Pathstone’s clients. His focus is in tax compliance, estate planning, restructuring with family office management companies and carried interest structures, and other family office services. He manages, develops, and mentors staff by leading training presentations and working with teams on tax compliance and family office projects. He helps drive the practice by leading internal workflow management meetings that help track availability of tax team members as well as the progression of the practice’s compliance engagements. Joe also serves as a critical resource in client quarterly meetings where he reviews tax projections, financial reports, private foundation distribution needs, and other family office matters.
Prior to joining Pathstone, Joe was a Tax Consultant with Deloitte’s Private Wealth group in Atlanta. He graduated cum laude from Tulane University earning his Master of Accounting and a Bachelor of Science in Finance with a Minor in Legal Studies in Business from the A.B. Freeman School of Business. Joe is a member of the American Institute of CPAs and the Georgia Society of Certified Public Accountants.