CNBC’s Inside Wealth by Robert Frank

Pathstone CEO Matt Fleissig featured in CNBC’s Inside Wealth newsletter by Robert Frank. In the article, “The Big Idea: Wealthy investors bought the dip, loaded up on gold and created gift trusts,” Matt shares insights on how family office clients are navigating today’s market with confidence, pursuing strategic opportunities in structured products and private markets, while remaining cautious on private credit. “In times like these, it’s our ability to find asymmetric opportunities, like opportunities in private markets or structured products that investors look to us for,” he said. Read the full article here.