Announced
Synopsis
Pathstone, an independently operated and partner owned multi-generational family office, agreed to acquire Cornerstone Advisors, a wealth advisory firm. Financial terms were not disclosed. "This combination enhances our capabilities and offerings and will allow us to further differentiate Pathstone as our clients’ most trusted advisor. By combining our talented teams, state-of-the-art technology, and innovative processes, we strengthen the promise to our clients to create, manage, and preserve their legacy for many generations," Matthew Fleissig, Pathstone President.
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