Director
CurrentPathstone, The Family Office, is a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an… Show more Pathstone, The Family Office, is a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com.Andrea is a Director in Pathstone’s Bellevue office, serving as a main point of contact for many of Pathstone’s high net worth and ultra-high net worth families. Passionate about serving clients with complex financial needs, Andrea works to create, customize, and implement financial planning solutions to meet current and legacy financial planning objectives which encompass the next generation, philanthropy, private foundations, and customized portfolio solutions. She serves as a liaison to seamlessly integrate her clients’ family office needs across partnerships with the client’s CPA, estate planning counsel, insurance brokers, and other professionals. Andrea is well-versed in strategic modeling, evaluating and implementing estate planning solutions, managing cash flows, and administering estates and trusts. In addition, Andrea serves as a valuable resource within Pathstone’s client advisory team and regularly provides guidance to Pathstone’s advisors and senior advisors. Show less
