Pathstone Family Office is built on the foundation of engaged ownership: we are an exclusive Family Office advocate that is - most succinctly - of families, for families. We have a vested interest in each and every unique private client engagement, as we manage the wealth of our own families, and manage the wealth of our clients. Our model bases our success on the success of our clients.
A FAMILY ADVOCATE
Pathstone Family Office is a steward and trusted advisor to high net worth clients and their dynamic, multi-generational families. We understand and manage the complexities associated with such wealth. We offer true Family Office alignment, aggregation and allocation of assets based on a comprehensive financial goal analysis, wealth and tax assessment, and asset allocation strategy to align each family’s individual needs and objectives with customized long-term planning solutions.