- 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 foundations & endowments
Pathstone is an independently operated partner-owned advisory firm, offering 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
Built for Clients™
Pathstone is an independently operated partner-owned advisory firm providing objective advice to families, family offices, and foundations & endowments.
Discover morePowered by Innovation™
“Innovation” is embedded in our culture. We are constantly considering ideas to improve our tools, services, platform, and methods to help our clients achieve their objectives.
Discover moreSmart in a Way That Matters™
We define smart differently. We define smart in a way that matters for you, our client.
Discover more
Pathstone by the Numbers
$80 B
Assets under Advisement and Administration (as of March 2023)
175+
Partners out of 300+ Professionals
17
Office Locations
Recognized

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.