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Financial Planning > UHNW Client Services > Family Office News

Pathstone Family Office Retains Back-Office Services of Foundation Source

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Pathstone Family Office has retained Foundation Source to provide administrative and support services to complement the expertise and counsel Pathstone provides to its client families on philanthropic activities and contributions to their communities at large, the firm announced Monday.

“Giving back is an important part of the lives and legacies of Pathstone’s client families and each approaches its philanthropic endeavors in a different way,” Steve Braverman, the firm’s managing director, said in a statement. “We pride ourselves on taking complete ownership of these unique needs, and with Foundation Source, we are able to significantly enhance our philanthropy offerings and continue in our mission to provide the best in-class service for all of our families.”

Pathstone Family Office, co-founded June 1 by Braverman and Allan Zachariah, former executives of Harris myCFO, delivers customized financial management, investment services and strategic counsel to multigenerational ultra high-net-worth families. 

Foundation Source, which is headquartered in Fairfield, Conn., provides support services for private foundations across the U.S. The firm offers a full suite of back-office, online and advisory services to more than 900 private foundations representing some $4 billion in foundation assets. It has regional offices in Atlanta, Boston, Chicago, Denver, New York, Philadelphia, Salt Lake City, San Francisco, Los Angeles and Seattle.


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