Navigating the transition as children step into adulthood brings new considerations for parents, particularly in the context of wealth. In our recent webinar, Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood, Jim Coutré, Managing Director of Pathstone’s Wealth Planning Group, and Hannah Kanstroom, Director of Family Advisory, led an insightful discussion on the evolving dynamics of parenting during this stage.
The conversation explored the mental models parents hold about wealth, the importance of reassessing long-standing narratives, and the power of transparency in strengthening family relationships. Attendees reflected on how openness and adaptability can help foster independence while maintaining meaningful connections with their children.
Disclosures
This webinar and its content are for informational and educational purposes only and should not be used as the basis for any investment decision. The information contained herein is based on publicly available sources believed to be reliable but is not a representation, expressed or implied, as to its accuracy, completeness or correctness. No information available through this communication is intended or should be construed as any advice, recommendation or endorsement from us as to any legal, tax, investment or other matters, nor shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained in this communication constitutes investment advice or offers any opinion with respect to the suitability of any security, and this communication has no regard to the specific investment objectives, financial situation and particular needs of any specific recipient. Past performance is no guarantee of future results. Additional information and disclosure on Pathstone is available via our Form ADV, Part 2A, which is available upon request or at www.adviserinfo.sec.gov.
No Legal, Accounting or Tax Advice. Pathstone will act solely in its capacity as a registered investment advisor and does not provide any legal advice. Though Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary. Pathstone may assist clients with tax harvesting, and we will work with a client’s tax specialist to answer any questions related to the client’s portfolio account.
