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May 28, 2015 4:43 AM ET

Capital Markets

Company Overview of Pathstone Family Office, LLC

Company Overview

Pathstone Family Office, LLC, a wealth management organization, provides financial management and customized investment services to high net worth clients and their multi-generational families in the United States. It leads, informs, educates, and advises private family clients by delivering various wealth management services and solutions, such as supervising various aspects of the asset allocation, including manager and product selection, monitoring and due diligence, reporting, and the review and reconsideration of investment goals. It also provides specialized solutions, such as succession planning, M and A consultation, trust alignment, investment consolidation, and planning services, a...

285 Grand Avenue

5 Patriot Centre

Englewood, NJ 07631

United States

Founded in 2009

Phone:

201-944-7284

Fax:

888-850-7284

Key Executives for Pathstone Family Office, LLC

Co-Founder and Managing Director
Co-Founder and Managing Director
Principal of the Risk Management Group
Managing Director
Compensation as of Fiscal Year 2014.

Pathstone Family Office, LLC Key Developments

Pathstone Family Office, LLC Presents at Family Office & Private Wealth Management Forum - West, Oct-27-2014 11:20 AM

Pathstone Family Office, LLC Presents at Family Office & Private Wealth Management Forum - West, Oct-27-2014 11:20 AM. Venue: Napa Valley Marriott Hotel & Spa, 3425 Solano Avenue, Napa, CA 94558, United States.

Pathstone Family Office, LLC Presents at 5th Annual Investment Management Summit, Oct-07-2014 03:20 PM

Pathstone Family Office, LLC Presents at 5th Annual Investment Management Summit, Oct-07-2014 03:20 PM. Venue: NYSE Euronext, 2 Broad Street (Entrance), New York, NY 10005, United States. Speakers: Steve Braverman, Co-Founder and Executive Managing Director.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
August 11, 2014
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