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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Perspective & Analysis
April 30, 2025

Navigating Uncertain Times: Tariffs, Trade, and Market Signals

Context for current tariff policy.

EconomyInternationalInvestment Strategy
Perspective & Analysis
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September 26, 2024

What Can Go Wrong in Indian Equity Markets?

Off the back of recent travel to meet with asset managers, Pathstone professionals share their takeaways on Indian equity markets.

InternationalEquities

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