- 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.
Pathstone by the Numbers
AUA (as of September 30, 2021)
Partners out of 200+ Professionals
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.