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To you, it’s a journey - to us,it’s a guided path.

Pathstone Family Office is an independent, employee- and family- owned advisory firm that offers multigenerational families strategic wealth management and customized investment services.

With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers families to define and achieve their unique long-term goals and support their legacy.

Family Office

A deep understanding of complex
family wealth dynamics and solutions.

Wealth Approach

An unwavering strategic focus on each
individual family.

Family-Centric Team

Dedicated, impassioned experts exclusively
serving intergenerational families.

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