Additional 2024 Year-End Insights

Professional Services at Pathstone: Pathstone’s tax, personal CFO, and risk management teams create a client experience where the sum is greater than the parts. In an interview that brings this value to life, Managing Director Jimmy Whalen talks with Janet Brantley, EMD and head of Tax Planning & Compliance, and Amy Geiger, MD and head of Personal CFO Services, about their comprehensive services and collaborative approach. Watch the interview here.

Wealth Planning 2024 and Beyond: Over this past year, Pathstone’s Wealth Planning Group has refined and expanded how we work with clients. We have always strived to deliver technically excellent estate, financial, and tax planning solutions, and we remain committed to this goal. This past year, we have enhanced our support for families on the qualitative and emotional elements of living with substantial wealth – the human side. Managing Director Jim Coutré lays out the team’s new approach. Read more here.

Wealth Planning and Tax Matters Year-End Update: As we approach the close of another year, we want to take a moment to update you on important wealth planning and tax matters that may affect you in 2024 and into 2025. Specifically, the recent elections as well as the sunsetting of many provisions from the Tax Cuts and Jobs Act (TCJA) could influence tax planning and strategy in the year ahead. Given the uncertainty surrounding the repercussions of both, it’s critical to review your tax situation to ensure you’re making informed decisions. Learn more here.