At Pathstone, we aim to deliver a fully integrated advisory platform that marries a broad and deep investment offering with a wide range of professional services, customized to meet the needs of individuals, families, family offices, and institutions—all through one integrated national team.
With Pathstone, you get:
- An investment offering that includes deep research, independent sourcing, and rigorous oversight. Our approach seeks to combine diverse market access, scale, and agility with the aim of supporting your values, goals, and risk profile.
- Breadth of services*—from strategic tax and estate planning to complex trust structuring, fiduciary oversight, generational governance, education, philanthropic design, and more. We help clients live into their intent, manage complexity, and build enduring legacies.
- Meaningful integration, not just coordination. With investment, planning, operations, and professional services all under one roof, we seek to create efficiency, clarity, and momentum across many dimensions of your life, family office, or institution.
- A distinctive culture focused on cultivating relationships that last. In the moments that matter, we seek to embody foresight, empathy, resourcefulness, accompaniment, and performance. It’s not just what we do—it’s how we aim to show up in moments that matter to you.
Distinctive, by design
We are privately held, with leadership and key professionals invested in the long-term success of the firm and the families and institutions we serve. That structure supports our independence of thought, alignment with client outcomes, and a culture grounded in service—not selling.
We aim to build enduring relationships—with a commitment to insight, excellence, and results that speak for themselves.
* Pathstone will act solely in its capacity as a registered investment advisor and does not provide legal advice. Although Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary. Pathstone may assist clients with tax harvesting, and we will work with a client’s tax specialist to answer any questions related to the client’s portfolio account.
