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Family Offices

Turbo Charge Your Existing Family Office

  • Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results and provide controls and information in ways we believe were not possible before
  • Creative solutions and tested strategies to complement your existing family office
  • Deep investment research, access, solutions and tools to provide your family office the flexibility to outsource certain investment components

Benefits and Solutions

Designed to Complement Your Family Office

Family offices are designed around the specific requirements of each family. Each one unique to itself. Pathstone has created comprehensive in house capabilities and solutions providing family offices the option to outsource specific elements.

Tap into our innovation and best practices:

  • We have developed tools, technology and processes to streamline middle office activities that integrate accounting, bill pay and performance reporting.
  • By serving hundreds of multi-generational families, we have developed, executed and refined best practices that may benefit your family office.

Services

Investments

Tools, solutions, reporting, access and outsourced advice tailored to complement your in house offerings and staff.

Structuring, Tax and Accounting

Team of experienced tax professionals equipped with best practices, solutions and tools to add measurable value.

Extended Family Office Services

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