Happy 4th of July from Pathstone! Wishing you a holiday weekend full of festive spirit and peaceful celebrations.
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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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
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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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Listen to our CEO Matthew Fleissig discuss with Alejandro Cremades how he’s grown Pathstone into a multigenerational firm on the DealMakers podcast.
CoFounder at Panthera Advisors I Fundraising I M&A I 2x Best-Selling Author I Podcast Host
(NEW EPISODE) Unbelievable! From Tennis Courts to $100 Billion: The Matthew Fleissig Story at Pathstone! Matthew Fleissig’s journey from North Jersey to the top of the financial advisory world is a narrative of ambition, technology, and transformative financial strategies. 🌟 North Jersey Beginnings: The Foundations of a Future Leader Matthew's childhood in North Jersey was steeped in the ethos of hard work and innovation, influenced by his parents' professions in law and occupational therapy. His competitive spirit, honed on the tennis courts of Livingston, and his early fascination with computers laid the groundwork for his future. 🖥️ Choosing Paths: The Shift from Technology to Finance Matthew's passion for technology initially led him to computer science, but the allure of finance soon took precedence. His early experiences with IPO trading and the volatile stock market during his college years at the height of the tech boom were formative, steering him towards a career in finance over law. 💼 The Goldman Sachs and Lord Abbott Influence: Gaining Comprehensive Skills Matthew’s stint at Goldman Sachs, particularly within the AYCO division, was pivotal. Here, he gained comprehensive insights into family offices, investments, and estate planning, enriching his skill set and preparing him for higher ventures in the financial world. 🚀 Founding Pathstone: A Visionary Move Post-2008 Financial Crisis In 2010, amidst the global financial downturn, Matthew co-founded Pathstone with Steve Braverman. They began managing $1.4B for 19 elite families, focusing on providing comprehensive financial services that traditional banks and broker-dealers failed to offer. 📈 Rapid Growth and Strategic Acquisitions: Scaling to $100B Under Matthew's leadership, Pathstone saw exponential growth, acquiring firms and integrating services that extended beyond traditional asset management to include estate planning and family services. Their innovative approach allowed them to manage significant assets and expand their client base rapidly. 🌐 Future Visions: Aiming for the Top Today, Pathstone stands as a behemoth managing $100B with ambitions to control over $1T. With a focus on high-tech solutions like their proprietary ARROW system, Matthew is steering the firm toward becoming a national leader in fiduciary services for ultra-high-net-worth families. 📚 Legacy and Advice: Building for Generations Matthew’s advice to young entrepreneurs is rooted in his own experience: “Embrace technology, value your client relationships, and always look beyond the conventional paths to discover new possibilities.” (links in comments)
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Pathstone held the first of our three-part series, "Estate Planning Essentials: Integrating the Technical and the Human," last week. In this first session, Jim Coutre and Scott Weaver explored the human side of estate planning - looking beyond tax outcomes to a broader vision that considers personal and family goals. They stressed the importance of clear communication and shared tools for defining and articulating a family vision. Join us for part two, "Planning Strategies," on 06/12 at 3:00 PM ET. Links below to register: PART 2: Planning Strategies June 12 at 3:00 PM ET: https://bit.ly/3WGFqbW PART 3: Tactics and Implementation June 18 at 3:00 PM ET: https://bit.ly/3UKQ8LP
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We were honored to host former Federal Reserve Vice Chair and PIMCO global economic advisor Richard Clarida at Pathstone for an insightful discussion and valuable perspectives on the U.S. economic outlook and monetary policy. #MonetaryPolicy #InvestmentStrategy #PathstoneInsights
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