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Pathstone family office taps into Naples, Florida market


Pathstone Family Office, a registered investment advisory/multi-family office in the US, has expanded to Southwest Florida through its integration with Legacy Family Office in the Naples, Florida area.

Effective 1 January, Pathstone announced that the Naples-based Legacy Family Office team has joined Pathstone Family Office. This expands Pathstone’s national market to three strategic locations, including Fort Lee, NJ, Atlanta and Naples, Florida.

“Naples is home to ultra-high net-worth families and retired Fortune 500 CEOs who require specialised services in managing the complexities of their family’s wealth, investments and legacies,” says Steve Braverman, Pathstone’s co-founder and managing director. “This union presented a perfect opportunity to expand our Florida presence.”

Pathstone was founded in 2010 by veteran wealth managers Braverman and Allan Zachariah.

Legacy Family Office was founded in 2006 by Tamara Surratt, who becomes managing director of the Pathstone Family Office located at Coconut Point in Bonita Springs, just north of Naples.

“Legacy’s clients will be the beneficiaries of added professional breadth and depth delivered by the seasoned Pathstone Family Office team,” Surratt says. “Pathstone Family Office shares my commitment to excellence, conflict-free independent advice, and an unwavering culture of client services.”

The Wealth Adviser Awards 2013 for the top wealth manager and service providers will be held in London towards the end of Q1 2013. Please click here to nominate your product/firm.

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