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

  • $75 B

    Assets under Advisement and Administration (as of December 2022)

  • 150+

    Partners out of 300+ Professionals

  • 16

    Office Locations


76 events

Previous Events

Aug 25,2022

1:00 PM ET

Bring More Intimacy to Your Generational Wealth Experience


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

Nov 17,2022

Bryce McDonald Panelist at San Francisco RIA Summit

San Francisco, CA

Bryce McDonald Panelist on Navigating M&A and Success through Inorganic and Organic Growth at San Francisco RIA Summit.

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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

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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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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Austin, TX

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Alexandria, VA

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Bellevue, WA

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Seattle, WA

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Washington, DC

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