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Scott Welch, Co-Founder and Senior Managing Director of Investment Research & Strategy at Fortigent

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Fortigent retained by Pathstone Family Office

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Fortigent, a provider of outsourced wealth management solutions for financial advisers and institutions targeting high net worth clients, has been retained by Pathstone Family Office, an independent and employee-owned wealth management organisation. 

The newly formed multi-family office, co-founded by Steve Braverman and Allan Zachariah, former executives of Harris myCFO, delivers customised 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," says Steve Braverman, managing director of Pathstone Family Office. "As a result, each of our family clients has a customised 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," adds Scott Welch (pictured), 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."

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