Pathstone set to acquire Brainard Capital Management


Joe Baker
Joe Baker
Senior Copywriter
Joe is a Senior Copywriter working on reports, news and analysis. Previously, he worked as a B2B copywriter, journalist and editor covering a broad range of topics, including technology, transport,… Read more
  • Pathstone has announced the acquisition of Brainard Capital Management.
  • The partnership will strengthen Pathstone’s ability to provide high-net-worth (HNW) families with wealth management services.
  • The combination of Pathstone's assets under advisement and administration will exceed $80bn.

Pathstone, an advisory firm providing services for HNW families, has announced a plan to purchase Brainard Capital Management.

The partnership will strengthen the capacity of both companies to provide customers with support throughout their wealth management process. The acquisition will enable HNW individuals to access more advanced investment strategies.

With more advanced investment strategies, especially when conducted by international investors, comes the need for a safe money transfer method.

The partnership between Pathstone and Brainard Capital Management will also have an impact on overseas real estate investors, potentially providing investors with access to a broader range of real estate investments.

It is essential that HNW individuals sending money abroad have access to secure international money transfers.

Pathstone is a privately run, partner-operated advisory firm providing personalised wealth management advice and family office services to affluent families, family offices, foundations and endowments. The company has offices in 17 cities in the US and over 350 employees – including 180 shareholders.

Brainard Capital Management is an independent advisory boutique that provides creative investment solutions and advice to a select group of HNW, family office clients.

Founded by Owen Brainard in 2004, Brainard has a deep history of advising technology company founders, early employees and venture investors through all stages of their wealth planning. The company specialises in investment consulting and advisory services, particularly for clients interested in technology.

The firm’s experience in the field has enabled them to manage and administer around $2bn in assets.

Matt Fleissig, CEO of Pathstone, expressed his excitement about the two companies joining together. He stated that it was only natural for Pathstone to partner with Brainard, a firm dedicated to providing innovative services to entrepreneurs.

Kelly Maregni, the company’s president, stated: “We are thrilled to welcome the Brainard team to the Pathstone family.”

Margeni believes that the collective talents and experience of both companies will significantly improve organisation and strengthen Pathstone’s foothold in the booming Austin market.

HNW individuals looking to invest in overseas markets can compare options using FXC’s money transfer comparison tool.

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