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.

Our insights & research.

Thoughtful guidance, timely analysis to help you navigate the path ahead.

Going the Distance: Five Qualities to Seek in a CDFA® Professional

Certified Divorce Financial Analysts® support attorneys and their clients in understanding the financial aspects of settlement negotiations. They can also help empower the client to make informed decisions for their financial future.

All Insights

Filter:

Video

June 20, 2024

Estate Planning Essentials – Integrating the Technical and the Human | Webinar Series

We offer a recap, with replay links, to our three-part webinar series.

Legal & Estate Structuring Family Governance Legacy Planning

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.

Contact detail:

General Inquiry

Have a question for our team? We’re happy to help.