Pathstone Family Office Taps Into Naples, Fla. Market

Naples, FL, January 10, 2013 --( Pathstone Family Office, one of the fastest growing and top-ranked registered investment advisory/multi-family offices in the country, has expanded to Southwest Florida through its integration with Legacy Family Office in the Naples, Fla., area.

Effective Jan. 1, 2013, 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, N.J., Atlanta and Naples, Fla.

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

Pathstone, which prides itself in operating as a single family office serving multiple ultra-high net-worth client families, was founded in 2010 by veteran wealth managers Braverman and Allan Zachariah. The firm has been recognized as one of InvestmentNews’ fastest-growing registered investment advisors for two consecutive years and ranked eighth in’s 2012 survey of the top 100 wealth managers.

“We were very impressed with Legacy’s clientele and its culture. We are thrilled to welcome the Legacy team to the Pathstone family,” said Braverman.
Legacy Family Office was founded in 2006 by Tamara Surratt, who becomes managing director of the Pathstone Family Office location at Coconut Point in Bonita Springs, just north of Naples.

Surratt said the move presented a win-win opportunity for Legacy’s growing customer base. “Legacy’s clients will be the beneficiaries of added professional breadth and depth delivered by the seasoned Pathstone Family Office team,” she said. “Pathstone Family Office shares my commitment to excellence, conflict-free independent advice, and an unwavering culture of client services.”

Pathstone Family Office, an SEC-registered investment advisory firm, provides families with investment advice, income tax planning and compliance, wealth transfer planning and a full suite of family office and financial administration services. Its team of trusted expert advisors have decades of experience in empowering each family to define and achieve their long-time goals and support their legacy.

A fully integrated independent, family/employee-owned wealth management firm, Pathstone provides multi-generational and customized investment and family office services. The firm is not corporately owned and does not have to answer to a larger institution focused on quarterly earnings and profit goals, noted co-founder Allan Zachariah.

“We subscribe to the purest principles of Family Office service,” he said. “Pathstone is of families, for families and our success is defined by the success of our client families. We are an industry leader and innovator; we pride ourselves in having a single family office serving multiple ultra-high net worth client families.”

Pathstone Family Office’s Naples-area location is at 23160 Fashion Dr., Suite 227. For more information, call 239-949-1982 or visit

Pathstone Family Office ("Pathstone") is a Security and Exchange Commission-registered adviser. The "Top 100 Wealth Managers" is granted by, an independent association unaffiliated with Pathstone. Ranking is predominately based on assets under management. "The Fast Movers," published by InvestmentNews, is also unaffiliated with Pathstone. Ranking is based on growth in discretionary assets under management since 2008 as reported by the RIA database, as defined by the SEC. Data is as reported to the SEC as of Dec. 31, 2010. Firms were included based on the following criteria: 1. Greater than 50 percent of their business must serve the retail marketplace. 2. They must provide financial planning services, portfolio management for individuals or conduct due diligence on third-party advisers. 3. They must not be doing business as a broker-dealer, bank or insurance company. 4. They must not charge commissions or have registered representative employees at the firm. 5. A dominant portion of their business must not be invested in proprietary products.

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Pathstone Family Office
Carolyn Rogers