A family office experience

like no other.

Pathstone is an independently owned and operated wealth management firm serving multigenerational families with complex needs, single-family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment management. Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our client’s unique needs. It’s what makes us Pathstone – The Family Office.

Powered by innovationSM

Our unique capabilities allow us to identify and act on opportunities, embrace complex challenges, and solve problems before they occur. We continually evolve our thinking, offerings, and processes, as well as add new talent to better serve our clients.

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Built for every generationSM

Everything we do is focused on delivering the best outcome for each of our clients’ unique needs across generations so that they can achieve their objectives now and in the future.

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Expertly deliveredSM

Our team of in-house experts has the accumulated experience of providing solutions for hundreds of families, giving us the breadth and depth of expertise that make us smarter in ways that benefit our clients.

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