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.

Brian Nguyen is an Associate Director at Pathstone. He is responsible for the tax compliance and consulting for several clients. He partners with other team members in estate planning and other family office services.

Prior to joining Pathstone, Brian started his career at a California-based public accounting firm and later joined KPMG in the asset management department.

Brian graduated from University of California, Santa Barbara with a Bachelor of Arts in Economics and Accounting. He is licensed as a Certified Public Accountant with the California Board of Accountancy. In his free time, he enjoys fishing and spending time with family and friends.

GROUPS

Advisory Services

Tax

PRIMARY OFFICE

Atlanta, Georgia


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