How should tax and estate planning fit into a family’s broader wealth strategy?
In a new Q&A with Family Wealth Report, Pathstone’s Chief Fiduciary Officer, Scott Weaver, JD, shares our approach to fiduciary planning, one that prioritizes governance, long-term vision, and real-world usability alongside technical optimization.
Read more here: Tax, Estate Planning In Focus – In Conversation With Pathstone
References to media appearances or citations in third-party publications are provided for informational and educational purposes only. Such appearances or citations do not constitute an endorsement, testimonial, or recommendation of Pathstone or its Investment Adviser Representatives/professionals by the referenced media outlets, nor do they reflect the views or opinions of those publications.
Although Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary.
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