Working closely with SFOs (Single Family Offices) is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an outline of the main trends that we continue to observe as we work with new and existing SFOs. Several trends overlap, and we have noticed that best practices include thoughtful consideration of how integrating these decisions creates the most successful path forward.

If I am going to buy a house, should I compare the listing price to other like houses in the neighborhood? If I am planning on buying a car, should I request a breakdown of cost from the dealer and look at the prices of other similar cars? I could hurriedly make these purchases and, perhaps, everything will work out. However, I think we would all agree that considering value is a significant component of any large ticket purchase. Given the importance of value, why is it so often overlooked when it comes to investments? Particularly, alternative investments.

Estate planning can be an intimidating process. With this in mind, we have created a series addressing common questions about the estate planning process and providing answers in a Q&A format. Here are four frequently asked questions to guide estate planning for your children.