As we head into the holiday season, Pathstone CEO Matt Fleissig and President Kelly Maregni share some brief reflections on 2024 and their excitement for the year ahead, in the video below:

Wealth Planning Services | Interview

Pathstone’s tax, personal CFO, and risk management teams create a client experience where the sum is greater than the parts. In an interview that brings this value to life, Managing Director Jimmy Whalen talks with Janet Brantley, EMD and head of Tax Planning & Compliance, and Amy Geiger, MD and head of Personal CFO Services, about their comprehensive services and collaborative approach.

Over this past year, Pathstone’s Wealth Planning Group has refined and expanded how we work with clients. We have always strived to deliver technically excellent estate, financial, and tax planning solutions, and we remain committed to this goal. This past year, we have enhanced our support for families on the qualitative and emotional elements of living with substantial wealth – the human side.