Pathstone

This is the former page for Pathstone - The Modern Family Office, please follow us at @Pathstone for updates, articles and more!

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Congratulations to our President, Matthew Fleissig, for winning Leading Individual (MFO) for the Family Wealth Report Awards 2021 https://t.co/nU2ifZLKOk

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In observance of the holiday, Pathstone offices will be closed on Monday 06/19.

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Join @NEIDonors @synergos @FidelityChrtbl @APForg April 8th at their @SkollWorldForum Session on #Impact #Networks & International #Philanthropy. Hear from an expert panel on how collective networks can achieve #systemic change. RSVP: https://t.co/fCxjJe5rZ8 @SkollFoundation

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We are thrilled to announce that @Pathstone ESG & Impact Analyst Jude Erondu was selected as one of Financial Planning's 2021 Rising Stars, which celebrates 10 early-career financial professionals who are on a trajectory to make a difference in the industry. @finplan

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We are proud to announce that @Pathstone Chief Impact Officer Erika Karp is a recipient of the "See It Be It Role Model" Award from @InvestmentNews' 2021 Excellence in Diversity, Equity & Inclusion Awards!

https://t.co/4AgRuBAxgq

#INdiversity #smartinawaythatmatters

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Don't miss this panel! Follow us at @Pathstone

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Don't miss @Pathstone Managing Director John Workman on @ICPortfolio's panel: "Death of 60/40 & the New Perfect Portfolio" panel, they will discuss future proof portfolio balancing & more!

08/05 at 1:45 PM ET

Learn more / register: https://t.co/2XJfFxda9E

[Pathstone @Pathstone]

Don't miss @Pathstone Managing Director John Workman on @ICPortfolio's panel: "Death of 60/40 & the New Perfect Portfolio" panel, they will discuss future proof portfolio balancing & more!

08/05 at 1:45 PM ET

Learn more / register: https://t.co/2XJfFxda9E

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We've moved - follow us at @Pathstone!

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What makes a #singlefamilyoffice a modern family office? Addressing the unique & evolving needs of every generation & stage of life involved in the relationship. here are the six top trends driving our conversations with clients: https://t.co/WtKAtPNWSE
#smartinawaythatmatters

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We've moved! Follow us @Pathstone

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The challenges of the past year has let to increased concerns over inflation in the global markets, but are these trends here to stay? @Pathstone Chief Impact Officer @YourErikaKarp shared her thoughts on inflationary trends& more w/ @Bloomberg
https://t.co/KCPuq0tqO7

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We've moved! Follow us at @Pathstone

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Looking to do something #smart for your career? Consider joining Pathstone! We are currently seeking qualified candidates for our team: https://t.co/zMWlljqMN3

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We've moved to a new page! Follow @Pathstone for updates, articles and more!

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As #millennial investors inherit more wealth, there is more interest in #ESG values & aligning investment portfolios with one's values than ever before. Check out the Top 3 Interesting Questions Millennial Investors are asking us: https://t.co/KVPig5B2c7

#smartinawaythatmatters

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We've moved to a new page! Follow @Pathstone for updates, articles and more!

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@Pathstone is proud to present our new report ‘Investing in Regenerative Agriculture’ Feat. articles from leading voices @SavoryInstitute @Forum4theFuture @AsYouSow @SeedCommons @IACupdate @FairFoodNetwork & more!
#regenerativeagriculture #ESG #impact

https://t.co/xNkxDVQbjx

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Happy 4th of July from @Pathstone!

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The global pandemic highlighted societal inequities and issues with our existing infrastructure, especially in our global food supply.

But how have these challenges driven new technology and innovation? https://t.co/xAYIAKBRWp

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In observance of the 4th of July, our offices will be closed on Monday 07/05/21. Hope everyone has a safe and wonderful holiday weekend!

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Are you ready to align your values with your investments? Here are some of the most important questions we get from clients about #ESG & #Impact Investing. https://t.co/dIPoSfaFwA
#smartinawaythatmatters #ESG #esginvesting

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Despite evidence that women-led businesses have a positive impact on economic recovery, 70% of women-owned businesses lack access to adequate financial services. Our #HerPath team explores trends in #genderlensinvesting that are changing this dynamic: https://t.co/9pjIbo4QzQ

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Planning for the future is important but consistent family meetings are great for short-term goals and connect in the present. @Pathstone's advisory team takes a closer look: https://t.co/gR0oxKqvC2

Want to get started? @Pathstone can help! [email protected]

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We were proud to sponsor the @JudgeBakerCC 2021 Golf Tournament! This tournament raises money to promote the best possible mental health of children & families through research, intervention, training & advocacy.

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Can #Bitcoin Go Green? Mining Bitcoin requires a large amount carbon-intensive fossil fuels but can the process become #ESG-compliant? We look at this & more in this month's #Sustainable Investing Highlights: https://t.co/NYSHUOrrMq

#smartinawaythatmatters #sustainableinvesting

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Don't miss your chance to register for the #FuturePath webinar! Successful coffee industry #Entrepreneur & author Josh Dick will share stories & important lessons on #entrepreneurship & owning your legacy. 06/24 at 1:00 pm ET

To register / learn more: https://t.co/cibA8EsDIB