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Families & Individuals

Family Office Benefits & Solutions Simplified

  • Comprehensive suite of family office services customized for your specific requirements
  • Innovative investment solutions and strategies designed to enhance your net results and achieve your objectives
  • Exclusive client experience centered on your desired outcomes

Why a Family Office?

Knowledgeable families and individuals choose one solution over any other when it comes to managing their wealth. They move from the large institutional financial firms to the exclusive services of a family office, a model that is designed from the ground-up to serve clients above all else. The family office structure promotes trust, transparency, customization, and alignment of talent. Considered the pinnacle of wealth management, family offices provide the most personalized service on the widest range of integrated solutions.

Built to Serve Complexity

Family offices are built to address the interconnected decisions around investments, income tax, estate planning and risk management to name just a few. Built by hiring great talent credentialed and experienced across a wide range of technical matters. Built on a foundation of transparency and complete objectivity. Built on a culture of service. Built to deliver results measured across generations.

Why Pathstone?

Pathstone was founded around this family office tradition and has built, what we consider is, the first true Modern Family Office.  Delivering unmatched service coupled with smart innovation designed to help our clients realize their objectives.

Services

Investments

Objective advice, deep research, innovative solutions and a commitment to deliver competitive net results.

Wealth Preservation and Planning

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.

Tax and Accounting

In-house team of tax professionals to assist with all of your compliance and accounting needs.

Extended Family Office Services

Fully staffed team capable of delivering comprehensive family office services tailored to your specific requirements.

Let us demonstrate how we can add value

Tell Us About You

In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process.  To begin, first help us understand you and your needs.

Start Pathforward Process