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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:

Jim Coutre
Managing Director leading Pathstone’s Wealth Planning Group

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!

About Pathstone
Pathstone is an independently owned and operated wealth management firm serving multigenerational families with complex needs, single-family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment management. Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our client’s unique needs. It’s what makes us Pathstone – The Family Office.​

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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.

Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.

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