Pathstone Family Office offers financial management and strategic guidance to affluent families as they navigate through the journey of life, wealth, legacy.

Of Families, For Families

Pathstone Family Office leads, informs, educates and advises private family clients by delivering specialized family-centric wealth management services and solutions which are customized to optimize each family’s wealth dynamic. These services are based on a comprehensive understanding of each client’s unique circumstance, asset base, interests and goals. They are complemented by specialized solutions such as succession planning, M&A consultation, trust alignment, investment consolidation and planning, as well as a diverse array of tax-centric estate planning solutions.

As an experienced, trusted wealth steward and family-advocate, Pathstone recognizes that wealthy multi-generational families face multi-faceted, equally sophisticated challenges and indeed opportunities in managing the complexities of family finances, assets, investments and wealth.