Preferred Life
Family meetings are simply a structured way to create something most families say they want, but rarely make time for: thoughtful, honest conversation.
Preferred Life
Philanthropy can be much more than a tax strategy. Done well, it’s a conversation that can strengthen family ties through shared purpose.
Preferred Life
Three steps to help you recognize, refine, and reshape the narratives guiding your family.
Perspective & Analysis
A family office works best when it’s intentionally designed around the family’s true priorities. Without that clarity, it can add complexity and distract from what matters most.
Preferred Life
Families who navigate moments of conflict most successfully tend to follow six key practices.
Preferred Life
A holistic approach across 8 dimensions of your preferred life.
Preferred Life
Creating a long-term vision and strategy.
Preferred Life
Guidance for reviewing your financial – and non-financial – wealth.
Perspective & Analysis
Scott Weaver, Chief Fiduciary Officer, and Jim Coutré, Managing Director of Wealth Planning, discuss the importance of generational thinking in wealth management and how to navigate the dynamics of family legacy.
Preferred Life
What does "family success” really mean for your family? And how do you build toward it—together?
We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.
Have a question for our team? We’re happy to help.
