Wealth may open up possibility.

And wealth, may also complicate a life.

We work with hundreds of families. Families who have shaped entire industries, birthed companies, supported communities, invested in vital infrastructure, pioneered brands, created films and culture and music. Not all are famous or household names; they prefer to do this work quietly, intensely, sometimes quite privately. The accumulated experiences, lessons, and foresight gleaned from working with such families is the source of our collective wisdom—and what we can bring to your family.

The one common thread in this uncommon group: each brings wealth of their own story.

How?

By pursuing their preferred life—the life they yearn for, dream about, hope for—often in ways that extend beyond what they once imagined. And for many, it may include building preferred lives for others—family, future generations, employees, neighbors, alma maters.

One of our greatest privileges—and we do mean that sincerely—is to strive to walk alongside families as they navigate the essential work of shaping their lives and the impact they want those lives to have. Through years of experience, we have come to recognize the patterns, challenges, and opportunities that arise on the journey toward what we call a preferred life. We offer perspective in pivotal decisions. We help coordinate the many moving parts of financial life so families can devote more of their time and energy to what matters most. We seek bring together systems, professional partners, and thoughtful conversations to support families across generations.

With resourcefulness, foresight, and deep empathy, we strive to be a steady presence—through both moments of celebration and moments of challenge. That might mean guiding financial planning when a new company is launched or sold, helping families prepare for the joy and responsibility of welcoming children or grandchildren, supporting transitions such as career reinventions or second chapters, or being a trusted resource when families face difficult circumstances such as health issues or the loss of a loved one. And in between these defining events, we remain present for the ongoing calls, planning sessions, and thoughtful discussions that give families clarity and confidence. When you think in terms of generations, life feels long. When you realize the impact you want to make—and how precious time is—life also feels short. We consider it our role to help families use that time with intention, clarity, and confidence.

What motivates us at Pathstone?

To be in service of your preferred life—as deeply as our trusted relationship allows, and in all the ways we can contribute. Serving as a fiduciary is not a choice but a legal responsibility—one we honor with the utmost seriousness. What motivates Pathstone is how we live that duty because it’s what our clients deserve: with empathy, foresight, and resourcefulness, always seeking to align our work with what matters most to you.