- Smart in a Way That Matters™
- Built for Clients™
- Powered by Innovation™
- Pathstone Initiatives
Comprehensive in-house services
customized to your needs.
Pathstone is a partner-owned multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Our advisors provide an integrated suite of services designed to empower our clients to realize their unique goals and maintain their legacy. Every family 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 act as a true fiduciary to accommodate each of our clients’ unique needs. It’s what makes us Pathstone – The Family Office.
Powered by innovationSM
We seek to identify and act on opportunities, embrace complex challenges, and solve problems before they occur. We continually evolve our thinking, offerings, processes, and talent to better serve our clients.
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Built for every generationSM
Everything we do is focused on delivering the best outcomes for each of our clients’ unique needs so that they can achieve their objectives now and in the future.
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Expertly deliveredSM
Our team of in-house professionals has the accumulated experience of providing solutions for hundreds of ultra-high net worth families, giving us the breadth and depth needed to address the complexities of substantial wealth.
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STARTING ON YOUR PATH
Every family is unique, and each one follows a different path. Pathstone customizes our services to meet the individual needs of every client we serve. If you would like to experience our client-first approach before formally engaging, our PathForward process serves as a preliminary assessment. PathForward includes, but is not limited to, a portfolio, estate, and tax analysis. This service is offered at no cost and includes secure systems and nondisclosures to ensure all information remains safe and confidential.
By the Numbers
$150B+
ASSETS UNDER ADVISEMENT AND ADMINISTRATION (Data as of 6/30/24. Pro forma for acquisition of Hall Capital, closed 12/2/24)
225+
Partners out of 700+ Professionals
23
Office Locations
OUR SERVICES
With first-hand experience in multigenerational wealth, we offer integrated, objective, and customized solutions to meet the diverse needs of each family or foundation.
Disclosures: PATHSTONE HOLDINGS, LLC COMPRISES THE FOLLOWING SUBSIDIARIES OR AFFILIATES: PATHSTONE FAMILY OFFICE, LLC (~$113.4 BILLION*), ADVISOR PARTNERS, LLC (~$1.1 BILLION), AND WILLOW STREET (~$40.5 BILLION). Data as of 6/30/24 (*pro forma for acquisition of Hall Capital, closed 12/2/24). Awards: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking.
Our Initiatives
Pathstone is deeply committed to strengthening our multigenerational promise through key initiatives that demonstrate our thought leadership and culture of innovation.
FuturePath
HerPath
Impact
The mission of FuturePath is to educate the rising generation, provide a community of peers, and empower them to take an active role in their family legacy.