ROCKVILLE, Md., June 7 /PRNewswire/ -- Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients, today announced it has been retained by Pathstone Family Office, an independent and employee-owned wealth management organization. The newly formed multi-family office, co-founded by Steve Braverman and Allan Zachariah, former executives of Harris myCFO, delivers customized financial management, investment services and strategic counsel to multi-generational ultra-high net worth families. Fortigent will provide Pathstone with a fully integrated wealth management solution including investment research and manager due diligence on both traditional and alternative investments, consolidated performance reporting, and practice management tools.
"The needs of ultra-wealthy families are unique, encompassing multiple generations, differing family dynamics, and diverse long-term investment and stewardship objectives," said Steve Braverman, Managing Director of Pathstone Family Office. "As a result, each of our family clients has a customized wealth plan tailored to their specific needs. We look forward to Fortigent's support as we build a practice designed to deliver a differentiated wealth management experience to our clients."
"We are thrilled to welcome Pathstone Family Office into the Fortigent community," said Scott Welch, Senior Managing Director of Investment Research and Strategy at Fortigent. "We have known Steve for years and his knowledge, experience, reputation in the industry and personal background allow him to connect intimately with ultra-high net worth families. He and his team truly understand the complexities of multi-generational wealth. They deliver the objectivity and transparency required to earn and maintain client trust, and they know how to build and manage portfolios for the long-term. We look forward to supporting Pathstone's future growth and success."
John Mastal, Managing Director of Sales at Fortigent, added, "We believe we are a great complement to Pathstone's internal capabilities. We look forward to working with them and are confident it will be a successful relationship."
About Fortigent. Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent's web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources. For more information, visit www.fortigent.com.
About Pathstone Family Office. Pathstone Family Office, with offices in New York City, Atlanta and New Jersey, is an independent, family and employee owned integrated wealth management organization. With decades of experience as trusted advisors to multi-generational high net worth clients, the Pathstone team employs a fully aligned and advocacy focused model empowering each family to achieve their long-term goals and support their legacy. For more information on Pathstone please visit www.pathstone.com.
SOURCE Fortigent, LLC