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.
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.