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.

Brian Li

Associate Director

Partner

Group

Investment Operations

Office

Washington, DC

Strengthening the Promise: Growing Smart(ly) in a Way That Matters

We are thrilled to be welcoming the Cornerstone clients and team to Pathstone.

Cornerstone is uniquely aligned around our future mission and shares a similar culture as ours with focus in their service to clients, people, growth, and promise of being a multigenerational firm. By combining our talented teams, state-of-the-art technology, and innovative processes, we strengthen the promise we make to our clients to create, manage, and preserve their legacy for many generations.

Together we can continue our focus to be a firm celebrated for our core values and to be recognized as “Built for Clients, Powered by Innovation, and Smart in a Way that Matters.”

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Brian Li

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