At Pathstone, we aim to deliver a fully integrated advisory platform that seeks to marry investment acumen with a wide range of professional services, customized to meet the needs of individuals, families, family offices, and institutions—all through one integrated national team.
With Pathstone, you get:
- An investment offering, including access, deep research, independent sourcing, and rigorous oversight. Our approach seeks to combine diverse market access, scale, and agility with the aim of supporting your values, goals, and risk profile.
- Breadth of services*—from strategic tax and estate planning to complex trust structuring, fiduciary oversight, generational governance, education, philanthropic design, and more. We help clients live into their intent, manage complexity, and build enduring legacies.
- Meaningful integration, not just coordination. With investment, planning, operations, and professional services all under one roof, we seek to create efficiency, clarity, and momentum across many dimensions of your life, family office, or institution.
- A distinctive culture, that’s aimed at cultivating relationships that last. In the moments that matter, we seek to embody foresight, empathy, resourcefulness, accompaniment, and performance. It’s not just what we do—it’s how we aim to show up in moments that matter to you.
Distinctive, by design
We are privately held, with leadership and key professionals invested in the long-term success of the firm and the families and institutions we serve. That structure supports our independence of thought, alignment with client outcomes, and a culture grounded in service—not selling.
We aim to build enduring relationships—with a commitment to insight, excellence, and results that speak for themselves.
* As a registered investment adviser, Pathstone does not offer legal advice, and registration does not imply a certain level of skill. While Pathstone may offer accounting and tax services, clients should consult qualified professionals as needed.
