AZ

Allan Zachariah

Co-Chief Executive Officer

Pathstone

Atlanta, Georgia


Contact Information

Email
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Company Information

Company
Pathstone
Industry
financial services
Employees
800.0
Seniority
C suite
Annual Revenue
20000000.0
Latest Funding
Private Equity

Technologies

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Keywords

family office services investment advice tax planning estate planning bill pay accounts receivable esg investing environmental social governance investing socially responsible investing investment solutions family office structuring tax advice tax savings fee savings wealth management investment advisory risk management tax compliance financial planning property management financial reporting philanthropic strategy insurance management values-aligned investing cash flow management family engagement client service multigenerational wealth bill pay services outsourced cio board governance liquidity management foundation management endowment services construction project administration contractor management pension consulting trust services portfolio management financial analysis impact investing wealth preservation succession planning real estate management financial education investment research custom solutions asset management performance reporting client advocacy comprehensive services strategic planning co-investment opportunities family legacy audit coordination personalized financial strategies service integration family governance multi-family office ultra-high net worth families legacy planning customized solutions fiduciary services pathforward process personalized service innovation client-centric approach lifestyle management philanthropic planning comprehensive financial solutions multigenerational wealth preservation institutional-quality investments mission-aligned investing client empowerment herpath initiative financial projections monte carlo simulations asset allocation portfolio construction operational support lifestyle financial management capital markets financial services law practice legal services investment management enterprise software enterprises computer software information technology & services b2b

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