Our Capabilities
Our capabilities
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Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.
*As of October 6, 2025, including affiliate firms. **Pathstone Family Office LLC ($116B) plus affiliate firms ($55B). As of June 30, 2025. Includes regulatory assets under management, assets under advisory, and assets under administration. Please see Pathstone's ADV on adviserinfo.sec.gov for more information.
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Keeping the Season Merry and Bright

Wednesday, December 10, 2025
1:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST

Register now

Supporting Mental and Behavioral Health for You and Those You Love

The holidays can bring joy, connection, and celebration — but also stress, depression, and unhealthy substance use. Join us for a candid conversation with behavioral and mental health specialists from Intent Clinical as we explore practical ways to:

  • Care for your own well-being during a stressful time of year
  • Recognize warning signs and risky situations among family and friends
  • Act with compassion, courage, and effectiveness when serious issues arise

Together, we’ll explore how to protect what’s most important — the health, safety and thriving of ourselves and those we love.

Speakers:
Diana Clark, President, Intent Clinical
Dr. Zachary Faas, Vice President of Clinical Services, Intent Clinical
Hannah Kanstroom, CAP, Director, Family Advisory, Pathstone

Event Details:

Wednesday, December 10, 2025
1 PM ET
Register now

Please note that you must register to attend this webinar. After registering, you will receive a confirmation email containing information on how to join the webinar.

Start a Conversation

Your path,
Your priorities.

Whether you’re a multigenerational family, a family office, or institution, we provide expertise from across the country for your specific needs.

We look forward to learning more about your ambitions, goals, and visions for where you want to head next.
Ready to start a conversation?

Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

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General Inquiry

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