Smart in a Way That Matters™

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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 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

  • $27 Bn

    AUA (as of March 31, 2021)

  • 87

    Partners out of 200+ Professionals

  • 13

    Office Locations

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

Anchorage, AK

Contact & Locations

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Naples, FL

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Atlanta, GA

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Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations

Austin, TX

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations

Washington, DC

Contact & Locations