Pathstone | The Modern Family Office

Smart in a Way That Matters™

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Built for Clients™

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Powered by Innovation™

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Pathstone Initiatives

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  • Smart in a Way That Matters™
  • Built for Clients™
  • Powered by Innovation™
  • Pathstone Initiatives

Introduction to Pathstone

An independently operated partner-owned advisory firm providing objective advice to families, family offices and select institutions.

Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone's objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.

Why Pathstone

Pathstone by the Numbers

  • $32 B

    AUA (as of September 30, 2021)

  • 100+

    Partners out of 200+ Professionals

  • 14

    Office Locations

Events

67 events

Upcoming Events

Aug 25,2022

1:00 PM ET

Bring More Intimacy to Your Generational Wealth Experience

Virtual

In this TED-Style talk, guest speaker Tobias Donath from the Fidelity Center for Family Engagement shares how the process of financial decision-making can create closeness and connection in your family. Followed by a moderated Q&A, this thought-provoking session will illustrate how to:

  • Navigate complex emotional and family dynamics around wealth
  • Step into the emotional and relational aspects of wealth
  • Seek voice from people impacted by your decisions
  • Foster a sense of mutuality in your family
  • Expand the generational wealth conversation

Sep 29,2022

Pathstone Managing Director, Craig Metrick, moderator of panel discussion at 6th Annual Private Wealth Mountain States Forum.

Denver, CO

Craig Metrick to Moderate

Opening Bell: The Next 12 Months at a Glance at the 6th Annual Private Wealth Mountain States Forum being held on September 29, 2022.

 

The Private Wealth Mountain States Forum is the region’s leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program’s speaker faculty is primarily comprised of leaders in the sector from across the Mountain States..

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

Oct 17,2022

GAIM Ops West

Monarch Beach Resort, Dana Point, CA

Pathstone Director John Canorro to host roundtable lunch with Nick Lotysz (from First Trust Capital in Chicago).

https://informaconnect.com/gaim-ops-west/speakers/john-canorro-/

See all Events

Pathstone Initiatives

Pathstone is deeply committed to strengthening our multi-generational promise through key initiatives that demonstrate our thought leadership and culture of innovation.

Pathstone serves clients who want their investments to contribute to a more sustainable and inclusive world. We develop and manage custom investment strategies designed to achieve targeted environmental and social impact without sacrificing financial performance. Our approach is distinguished by the depth and rigor of our manager due diligence, and by the integration of our thematic research work into that process.

ESG and Impact

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Lakewood, CO

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Atlanta, GA

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Austin, TX

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Boston, MA

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Bellevue, WA

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Seattle, WA

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Washington, DC

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