Our head of philanthropy discusses the powerful potential of family offices.
“The family office may be the most powerful wealth management entity many people have never heard of”, according to Inside Philanthropy’s recent article, “Inside the Secret World of Family Offices”.
In this article, Pathstone’s Katherine Pease shares how family offices, when structured thoughtfully, can go far beyond investment management. They have the opportunity to align philanthropy, investing, governance, succession planning, and holistic family engagement. They can help families come together around a vision of success that reflects the values and priorities of family members. They can serve as coordinating centers for healthy families — helping families manage complexity, navigate generational transitions, and deploy capital with intention across grants, impact investing, and other strategies.
Read the full article here: Inside the Secret World of Family Offices.
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.
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