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.
Terms & DisclosuresGeneral InquiriesPrivacy Policy
Market Commentary
November 3, 2025

A Complex Landscape Unfolds

November Market Insights: Recent developments paint a nuanced picture of the current economic landscape.

EconomyInflationInterest Rates
Market Commentary
July 8, 2025

“Cooling, Not Cratering”

Quarterly Market Review and Outlook: Inflation remains tame, but tariffs and fiscal concerns loom.

EconomyInflationInvestment Strategy
Perspective & Analysis
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December 20, 2023

Are We There Yet? Signs of “Normal” in 2024

The Fed has signaled the end of its rate-hiking cycle, the economy has strengthened while inflation has cooled, and equity markets have rebounded. Investors may now be asking, “Are we there yet?”

EconomyInflationInterest Rates

Media Inquiry

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General Inquiry

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