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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An advisor will reach out shortly to continue the conversation. From our first exchange to every step ahead, we are committed to providing the clarity, insight, and partnership you deserve.

In the meantime, we invite you to explore more of what Pathstone offers:

Insights and research

Bringing insight to today’s complex financial and economic trends.
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Our perspectives

The Pathstone point of view on what’s happening — and why it matters.
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Learn about us

Get to know the people, principles, and approach behind Pathstone.
Get to know us better

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General Inquiry

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