It was fabulous partnering with R360 Global for their inaugural conference in San Diego, connecting with extraordinary clients and new friends! One of the standout moments was Jim Coutre, head of Pathstone's Wealth Planning Group, on "Navigating the Intersection of Family and Money." Jim's insights on how seemingly rational decisions regarding family discussions about money, estate planning, or working together on philanthropy can often lead to unintended consequences, provided R360 members with meaningful takeaways. At Pathstone, we are dedicated to offering bespoke solutions to ultra-high net worth individuals, multi-generational families, and family offices that address their complex and unique needs. Our goal is to ensure that wealth is preserved, grown, and transferred to enhance our clients’ lives. We are thrilled to be part of R360 and look forward to what's to come in this vibrant ecosystem of extraordinary leaders stewarding family enterprises.
About us
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
- Website
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http://www.pathstone.com
External link for Pathstone
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Englewood, New Jersey
- Type
- Privately Held
- Specialties
- Family Office Services, Investment Advice, Tax Planning, Estate Planning, Bill Pay, Accounts Receivable , ESG Investing, Environmental, Social, Governance Investing, Socially Responsible Investing, Investment Solutions, Family Office Structuring, Tax Advice, Tax Savings, and Fee Savings
Locations
Employees at Pathstone
Updates
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Pathstone is honored to be recognized as one of Financial Advisor Magazine’s 2024 top 15 RIA Firms in the country, based on assets under management. This marks our seventh year on this list, which is only possible because of our client's continued trust in us and our commitment to being THE family office. Powered by innovation. Built for every generation. Expertly delivered. Please see important disclosures and selection criteria here: https://bit.ly/4f60rDE
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We are thrilled to share that Pathstone has been recognized as one of the fastest-growing RIA firms in the country by Financial Advisor Magazine. This achievement reflects the incredible clients we serve, our dedicated and talented team, and our shared values. We are honored to be included among such dynamic and innovative firms. Growing to get better, not just bigger. Please see important disclosures and selection criteria here: https://bit.ly/4f2T1kN
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Join Pathstone and Family Enterprise USA tomorrow, July 10 at 12:00 PM PT for an insightful webinar featuring Jim Coutre, Managing Director and Head of Wealth Planning and Scott Weaver, Chief Fiduciary Officer as they discuss estate planning essentials. Register now to gain insight as to why estate planning should begin with a clear articulation of family vision and values, how this preparation supports the selection of appropriate strategies, and how to put these concepts in action.
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Our recent Founders & Funders event in Boulder brought together a curated group of #entrepreneurs, executives, and seasoned professionals to discuss a variety of topics and trends affecting the region's natural and organic CPG community. We are so proud to have hosted this group of passionate individuals; thanks to Naturally Boulder for helping bring together this unique gathering!
What a great evening for our Founders & Funders event with Pathstone! We had an incredible panel discussion, topped off with tasty bites, drinks, and networking for the rest of the night! A big thank you to our panel, Rajesh Babu, Elliot Begoun, Megan Bent, Ally Disterhoft, Emily Mears, Matthew Parry and Kelly Perkins, and all of our attendees – you make our Naturally Boulder community what it is 🌱 💛
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What are the keys to crafting a thoughtful estate plan that considers an individual's or family's vision of success while incorporating financial structuring and tax implications? Pathstone recently hosted a three-part webinar series on estate planning, led by Jim Coutre Coutré, Head of Wealth Planning, and Scott Weaver, Chief Fiduciary Officer. Jim and Scott shared their insights into why estate planning should begin with a clearly articulated family vision and values and how a conscious set of choices can have multigenerational implications beyond the purely financial. Check out the full recap and replays of each session: https://bit.ly/4czdP1d
Estate Planning Essentials - Integrating the Technical & the Human
pathstone.com
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Congratulations to Pathstone President Kelly Maregni, who was named an ACE Award winner at this year's Schwab Family Office Symposium! This award recognizes Kelly's dedication and impact on the family office community. Kelly said of the win, “It is an honor to be recognized as one of this year’s ACE recipients, especially amongst such talented peers. I want to thank Charles Schwab not only for acknowledging us, but also for all the work they do to create such a wonderful community of talented professionals. And a special thanks to Eddie Brown; your energy and commitment to leadership truly raise the bar for us all." We are thrilled that Kelly has received this recognition; it is undoubtedly well-deserved. Congratulations again to her and the other ACE Award recipients! Ash Chopra, CPWA®, Scott Horne, Rick Kappler, Thomas Livergood Please see award criteria and important disclosures here: https://bit.ly/3XjuWQb #familyoffice #schwab4RIAs #schwabfamilyofficesymposium
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