Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures. Prior to Pathstone, Allan was an Executive Managing Director of Pathstone Family Office. In