Pathstone President Matthew Fleissig named Leading Individual (MFO) at the Family Wealth Report Awards 2021. Read more.

Families & Individuals
- Objective advice, deep research, innovative solutions and a commitment to deliver competitive net results.
- We will work closely with you to develop a framework around your entire wealth enterprise designed to achieve your objectives and help you preserve wealth across generations.
- In-house team of tax professionals to assist with all of your compliance and accounting needs.
- Fully staffed team capable of delivering comprehensive family office services tailored to your specific requirements.
Family Offices
- Tools, solutions, reporting, access and outsourced advice tailored to complement your in house offerings and staff.
- Team of experienced tax professionals equipped with best practices, solutions and tools to add measurable value.
- Fully staffed team capable of delivering comprehensive services tailored to your family office requirements.
Select Institutions
- Fiduciary advice, solutions, tools, reporting and support to accelerate the achievement of your organization's objectives.
- In house team of tax professionals to assist with all or portions of your compliance and accounting needs.
- Comprehensive services to outsource your back office or simply compliment your existing organization.

Contact Pathstone

We will be happy to discuss any questions you may have.

Please fill in the form below or call us at 888-750-PATH (7284)

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Our Offices

11 Locations