Steve Braverman

About The Author

STEVE BRAVERMAN is a cofounder, former CEO, and now Co-Chairman of Pathstone, an independently operated partner-owned advisory firm providing objective advice to families, family offices, and select institutions. Pathstone’s objective is to help clients create, manage, and preserve wealth across generations. Steve manages his own family’s single-family office and therefore knows wealth management and its related issues from both the client and the client service sides, and he enjoys sharing that knowledge whenever possible.

Books by Steve Braverman

Your Time With The Baton

Winning the Relay Race of Family Wealth Stewardship

A massive train of wealth transfer is bearing down on society, and it is not going to stop. During the next quarter century, the United States will experience the largest transfer of wealth in modern history. According to the financial consulting firm Cerulli Associates, over the next twenty-five...

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