[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values

Jun 28, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

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Register Now for the July 10 Webcast:

Starting at 12:00 PM Pacific Time

“Family Vision and Values: The Starting Point of Estate Planning”

 

Why attend?

With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for many families. This webinar provides an overview of the key human elements in a holistic estate planning process.

Join us as learn from Pathstone experts why family vision is the foundation of effective estate planning.

In this webinar, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this preparation supports the selection of appropriate strategies, and how to put these concepts in action. They will share examples from their years of working with clients from the family dynamics and fiduciary perspectives, respectively.

Our distinguished speakers:

[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values

Jim Coutre
Managing Director leading Pathstone’s Wealth Planning Group

[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values

Scott Weaver
Chief Fiduciary Officer

Who should attend?

  • Families with shared business ownership and economic interdependencies

Don’t miss this opportunity to gain practical insights why family vision is crucial for effective estate planning.

 

Register Now!

[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values

About Pathstone
Pathstone is a partner-owned multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. We are a Registered Investment Advisor and serve our clients as a fiduciary. Our advisors provide an integrated suite of services designed to empower our clients to realize their unique goals and maintain their legacy. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate our clients’ unique needs. ​

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