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Pathstone Family Office retains Foundation Source


Pathstone Family Office, an independent and employee-owned wealth management organisation, has retained Foundation Source, a provider of philanthropic services to family, corporate and professionally-staffed foundations. 

Foundation Source – representing more than USD4bn in foundation assets – will provide administrative and support services to complement the advice Pathstone provides to its clients on philanthropic activities and contributions to their communities.

"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," says Steve Braverman, managing director of Pathstone. "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."

"We are excited about working hand-in-hand with Pathstone Family Office," says Foundation Source president Andrew Bangser. "Our deep background and capabilities, coupled with Pathstone’s expertise as a single-family office for multiple families will ensure that the families’ philanthropic legacies will be optimally sustained for generations to come."

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