After an extensive career in the financial industry, Matthew now serves as a key figure at Pathstone, where he leads with a commitment to integrity, strategy, and client-first solutions. In this episode, Matthew shares insights from his journey at Pathstone, diving into the firm’s unique approach to wealth management and how they’re reshaping the financial landscape. He discusses the lessons he has learned about building trust with clients, leading teams with purpose, and adapting to the ever-evolving financial world. Matthew also reflects on how Pathstone’s client-centric model continues to drive long-term success and create lasting impact for families and institutions alike.

In this episode, Darius and Matthew will discuss:

• (00:00) Introduction to Pathstone and Matt Fleissig
• (02:02) Matt’s Journey: From Computer Nerd to Wealth Management
• (05:55) The Birth of Pathstone: Vision and Early Days
• (09:57) Understanding Family Offices and Pathstone’s Unique Model
• (14:05) Client Profiles: Ultra High Net Worth and Family Offices
• (18:01) Innovative Services: Unbundling Wealth Management
• (21:47) Scaling the Business: Technology and Automation
• (26:00) Entrepreneurial Growth: Pathstone’s Rapid Expansion
• (30:12) Maintaining Vision: M&A and Future Directions
• (30:42) Understanding Wealth Management Scale
• (34:06) The Evolution of Leadership in Growing Firms
• (35:15) Reinventing Leadership for Growth
• (38:32) The Role of Private Equity in Growth
• (40:28) Creating a Culture of Ownership
• (48:22) Integrating Diverse Talents and Cultures
• (54:34) Future Trends in Wealth Management

Meet Matthew:

Matthew Fleissig is the CEO and co-founder of Pathstone, The Family Office, serving families, family offices, and foundations. He leads the firm’s strategic vision and innovation and serves on the Investment Oversight Committee and Executive Leadership Team. Previously, Matt was President of Pathstone and held roles at Harris myCFO and The Ayco Company, advising high-net-worth clients on investments and financial planning.

Meet Darius: 

Darius is your host of The Greatness Machine. Darius is a mad scientist, high-growth CEO, serial entrepreneur, author, conscious capitalist, speaker, and entertainer. Darius is on a quest to create 1,000,000 Core Value Driven Organization by 2030. He is calling this “The Core Value Revolution.” Darius is an alumni of the Birthing of Giants Entrepreneurial Program at MIT and Stagen Integral Leadership Program. Darius’s accolades include being ranked #9 Top Rated CEO in America on Glassdoor, has won numerous Stevie Awards, and has founded and grown organizations that have been ranked #40 in the Inc. 500 and were ranked #3 Best Places to Work By the San Francisco Business Time. He is all about the P’s: Passion, Pizza, Puzzles, and, especially, Pink Unicorns. His book, The Core Value Equation, is an Amazon #1 Best Seller and is available at www.thecorevalueequation.com.

The Greatness Machine shares lessons on how to framework your drive for results, create limitless space, and win the war on talent.

My team and I are on a mission to help YOU create a cultural revolution. I want to teach you how to build a core value driven organization. 

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Make Greatness Happen!

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Don’t let your Core Values become a company artifact!  Learn how to make Core Values the language of your organization.  Pre-order my book The Core Value Equation found at the link below 

The Core Value Equation

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