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.

Tyson Shelby

Associate Director

Office

Massachusetts

Growing Smart(ly) in a Way That Matters…

Pathstone welcomes Cornerstone Capital Group to the family.

Cornerstone’s leadership and expertise in sustainable and impact investing will enhance Pathstone’s existing efforts in this increasingly important approach to portfolio construction. Culturally, we are well aligned: We both were formed by veterans of large financial institutions who sought to bring innovative new ideas to market; we both hold a fiduciary duty to clients as our leading priority; we both place high value on employee diversity and well-being; and we both are deeply committed to integrating customized financial and impact objectives, into every client’s portfolio.

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

Click to learn more about Cornerstone Capital Group

Read the full press release

Tyson Shelby

Interested to learn more?

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