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 and institutions strategic wealth management and customized investment services.

With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients 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.

Institutional Advocacy

An experienced, in-depth commitment to
supporting non-profits.

Quarterly Update

November 3, 2015


November 24, 2015 |