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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Preferred Life
November 24, 2025

2025 Year-End Planning Insights

A holistic approach across 8 dimensions of your preferred life.

Business AdvisoryFamily GovernanceHealth and Well-BeingInsuranceLegacy PlanningLifestyle ManagementPhilanthropy
Preferred Life
November 24, 2025

Strategic Business Planning Opportunities

The One Big Beautiful Bill Act (OBBBA) introduces a range of new possibilities for proactive and strategic planning.

Business Advisory
Podcast
June 6, 2025

Kevin Casey on “The Way Forward” Podcast

Managing Director Kevin Casey shares with Barron's Advisor how Pathstone is aiming to redefine scale.

Business Advisory
Podcast
April 30, 2025

Eddie Brown on The Disruptors Podcast

Our Chief Growth Officer reflects on his journey and offers insight into the evolution of wealth management

Business Advisory
Podcast
February 27, 2025

Pathstone CEO on The Private Capital Podcast

Matt Fleissig discussed key trends in wealth management, the firm's growth through acquisitions, and the evolution of its business model.

Business Advisory
Podcast
January 8, 2025

Matt Fleissig on “Adapting to Change”

Pathstone CEO Matt Fleissig featured on "The Greatness Machine with Darius" podcast, offering insights into the firm’s approach to wealth management.

Business AdvisoryLifestyle Management
Podcast
Featured Image
November 5, 2024

Pathstone on “Growth Leaders of Wealth Management”

Key executives talk about brand and client experience on Ficomm Partners podcast.

Business Advisory
Podcast
June 14, 2024

Matthew Fleissig on Growth Through End-to-End Services

Pathstone CEO Matthew Fleissig sat down to share Pathstone's growth story on the DealMakers podcast.

Business Advisory

Media Inquiry

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General Inquiry

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