Pathstone | The Modern Family Office

Smart in a Way That Matters™

Discover more

Built for Clients™

Discover more

Powered by Innovation™

Discover more

Pathstone Initiatives

Discover our initiatives
  • 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 foundations & endowments

Pathstone is an independently operated partner-owned advisory firm, offering 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

  • $80 B

    Assets under Advisement and Administration (as of March 2023)

  • 175+

    Partners out of 300+ Professionals

  • 17

    Office Locations


83 events

Previous Events

Mar 16,2023

2:00 PM ET

Webinar: Investing in the Creative Economy – Creativity. Investment. Impact.


As highlighted by Forbes, a multi-billion dollar economic sector can drive innovation, job creation and investment opportunities. On this call, we’ll address each of these factors along with the magnitude of impact capital moving to the Creative Economy. Join Pathstone’s Chief Impact Officer, Erika Karp and Laura Callanan, founding partner of Upstart Co-Lab, for a discussion on connecting capital to creative people who make a profit and make a difference.

Audience members can expect to learn about:

– Opportunities in creative industries including fashion, film & TV, video games, and food
– How BIPOC and women entrepreneurs succeed in the creative economy
– The role of the creative economy in comprehensive community development
– Why art patrons and endowed cultural institutions are the newest impact investors

March 16, 2023 at 2:00 PM ET

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


Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

Contact & Locations

Alexandria, VA

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations

Washington, DC

Contact & Locations