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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Our insights & research.

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

Featured

Tactical Allocation Viewpoints — October 2025

In a challenging environment for investors, we take a slightly conservative stance.

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December 2, 2024

Year-End Insights and Message From Leadership

Additional 2024 Year-End Insights Professional Services at Pathstone: Pathstone’s tax, personal CFO, and risk management teams create a client experience where the sum is greater than the parts. In an interview that brings this value to …

Investment StrategyPortfolio ManagementBusiness Advisory

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