Comprehensive in-house services
customized to your needs.
Pathstone is a partner-owned multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Our advisors provide an integrated suite of services designed to empower our clients to realize their unique goals and maintain their legacy. Every family has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and act as a true fiduciary to accommodate each of our clients’ unique needs. It’s what makes us Pathstone – The Family Office.
Starting on Your Path
Every family is unique, and each one follows a different path. Pathstone customizes our services to meet the individual needs of every client we serve. If you would like to experience our client-first approach before formally engaging, our PathForward process serves as a preliminary assessment. PathForward includes, but is not limited to, a portfolio, estate, and tax analysis. This service is offered at no cost and includes secure systems and nondisclosures to ensure all information remains safe and confidential.
By the Numbers
$150B+
ASSETS UNDER ADVISEMENT AND ADMINISTRATION (Data as of 6/30/24. Pro forma for acquisition of Hall Capital, closed 12/2/24)
265+
Partners out of 700+ Professionals
22
Office Locations
Disclosures: Pathstone Holdings, LLC comprises the following subsidiaries or affiliates: Pathstone Family Office, LLC (~$113.4B*), Advisor Partners, LLC (~$1.1B), and Willow Street (~$40.5B). Data as of 6/30/24 (*pro forma for acquisition of Hall Capital, closed 12/2/24). Assets Under Advisement & Administration includes both Pathstone’s assets under management (AUM) as well as other assets that we report on that are non-AUM.
1Data as of 01/14/25
Insights
Upcoming Events
May 1, 2025
Denver, CO
Finding Meaning in Money Denver
Apr 30, 2025
Denver, CO
FuturePath Rising Gen Summit
Recent
Events
May 1, 2025
Finding Meaning in Money Denver
Apr 30, 2025
FuturePath Rising Gen Summit
Apr 3, 2025
Markets Group: 9th Annual Private Wealth Tri-State Forum
Mar 11, 2025
Confluence Philanthropy 15th Anniversary Practitioners Gathering
Mar 5, 2025
CAIS Women in Wealth Leadership Forum
Feb 11, 2025
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
Jan 20, 2025
Pathstone Cherry Creek Open House
Dec 3, 2024
2024 Pathstone Investment Conference
Nov 5, 2024
“Optimize Your Legacy for Your Family and Community” Virtual Planned Giving Workshop
Oct 29, 2024
Private Wealth Mountain States Forum
Oct 15, 2024
Pathstone Private Markets Forum
Oct 9, 2024
Social Capital: Connecting Your Vision and Purpose to the World Around You
Sep 28, 2024
Savvy Teens PNW
Sep 26, 2024
Pathstone Investment and Policy Conference
Sep 19, 2024
2024 Impact Venture Capital Summit
Jul 10, 2024
Family Vision and Values: The Starting Point of Estate Planning
Jun 18, 2024
Estate Planning Essentials: Integrating the Technical and the Human
Jun 6, 2024
Stand Out in a Crowd: How to Create a Unique Value Proposition to Clients
Jun 6, 2024
Growing Your Practice with Charitable Planning
May 20, 2024
Western Philanthropy Conference
May 16, 2024
Pathstone Innovators
May 9, 2024
Finding Meaning in Money
Apr 10, 2024
Tiburon CEO Summit XLVI
Mar 14, 2024
Gift and Financial Planning Virtual Seminar
Mar 7, 2024
Confluence 2024 Practitioners Gathering
Mar 6, 2024
2024 Family Wealth Alliance Summit
Dec 6, 2023
Private Family Trust Companies: What? Why? How? Webcast Replay
Nov 16, 2023
Role of the Investment Consultant
Oct 18, 2023
Rising, Thriving, Empowering Women
Sep 27, 2023
Investment and Policy Discussion
Jun 26, 2023
Erika Karp Speaking at GreenFin
Jun 21, 2023
Kelly Maregni Speaking: Serving the Ultra High Net Worth Client – Insights and Opportunities
Jun 5, 2023
Erika Karp Speaking at The Carlyle Florence Forum
May 18, 2023
Demystifying Private Investing: A Conversation
May 10, 2023
Investing in the Energy Transition
Mar 16, 2023
Webinar: Investing in the Creative Economy – Creativity. Investment. Impact.
Mar 8, 2023
David Torre Speaking at Joint Meeting – AFP/CGP CGP Central Florida March Program
Mar 8, 2023
Viren Kamdar Speaking at Private Wealth Pacific Northwest Forum
Mar 2, 2023
Matt Fleissig Speaking: Family Wealth Alliance – Private Equity Debate
Feb 23, 2023
David Torre Speaker at American Cancer Society Meeting
Feb 22, 2023
From Ownership to Stewardship: Creating Shareholder Value
Feb 22, 2023
Erika Karp Speaking on Panel at Oxford Economics of Mutuality Virtual Forum 2023
Dec 13, 2022
Erika Karp Speaker at Credit Innovation US Summit
Nov 17, 2022
Bryce McDonald Panelist at San Francisco RIA Summit
Nov 10, 2022
Corporate Water Strategies & Business Value: Investment Perspectives
Nov 1, 2022
Erika Karp to Speak at Reuters Event: ESG Investment North America 2022
Oct 27, 2022
2nd Annual RIA Mountain States Investment Forum
Oct 17, 2022
GAIM Ops West
Oct 11, 2022
Demystifying Private Investing: A Conversation
Oct 6, 2022
John Canorro to Moderate Panel on Private Markets
Sep 29, 2022
Pathstone Managing Director, Craig Metrick, moderator of panel discussion at 6th Annual Private Wealth Mountain States Forum.
Sep 13, 2022
Erika Karp, Panelist at SALT New York
Aug 25, 2022
Bring More Intimacy to Your Generational Wealth Experience
Aug 3, 2022
For Profit Family Office Structure – Is It Right For Your Family?
Jul 13, 2022
Private Wealth West Forum
Jun 29, 2022
Income in the Private Markets: Exploring Opportunities for Uncorrelated Return
May 18, 2022
Institute for Private Investors Spring Forum
Mar 3, 2022
Investing In: Health Beyond the Pandemic
Jan 26, 2022
Private Real Estate: The Impact of Work from Home
Oct 28, 2021
HerPath Webinar | Money Stories: Uncover Your Money Story and Rewrite It for Your Best Financial Future
Oct 25, 2021
Pathstone Managing Director, Susan Wittliff, speaker at The Private Markets Texas Meeting
Oct 7, 2021
FuturePath Webinar | Buying a Home: 3 Important Pillars to Planning Your Real Estate Purchase
Sep 29, 2021
Pathstone Chief Impact Officer, Erika Karp, Keynote Speaker at SPLC’s virtual event: Are We There Yet? Leveraging Sustainability Ratings and Reporting for Impact.
Sep 29, 2021
Pathstone Managing Director, Craig Metrick, moderator of panel discussion on investing in alternatives after COVID-19 at 5th Annual Private Wealth Mountain States Forum.
Sep 1, 2021
Investing in Regenerative Agriculture: Voices from the Field
Aug 31, 2021
HerPath Presents, Profiles and Pathways: How to Get What You Want in Your Career
Jun 21, 2021
Pathstone Associate Director, Jimmy Whalen, and Senior Associate, Lisa Graf, moderate webinar: Important Lessons on Entrepreneurship from Successful Coffee Industry Entrepreneur and Author Joshua Dick
Apr 15, 2021
Pathstone Managing Director, Jeff Scheer, will present at Columbia University
Apr 13, 2021
Pathstone Senior Associate, Christine Fu-Shapiro, will speak at the Millennial Money Management Symposium hosted by Portfolio Summits
Mar 25, 2021
Pathstone Chief Impact Officer, Erika Karp, spoke at Conscious Capitalism in Action Virtual Gatherings
Mar 24, 2021
Pathstone Managing Director, Jeff Scheer, spoke at the Advisory and Investments 2021 Summit
Mar 24, 2021
Pathstone Chief Advisory Officer, Kelly Maregni, spoke at the Family Office Winter Forum
Mar 16, 2021
Pathstone Chief Impact Officer, Erika Karp, spoke on the “2021 ESG Outlook: What the Biden presidency means for socially responsible investors” panel hosted by InvestmentNews
Mar 4, 2021
Pathstone President, Matt Fleissig, spoke on Virtual Top Advisor Summit: The Road Ahead hosted by Forbes/SHOOK
Feb 10, 2021
Director, Kelwin Conroy moderated a panel discussion on The Intersection of Trust-Based Philanthropy and Regulation hosted by the Cambridge Community Foundation’s Professional Advisors Council
Jan 12, 2021
Pathstone President, Matt Fleissig, spoke on Family Office Tech Stack Hosted by the Family Wealth Alliance
Dec 9, 2020
Managing Director, Jeff Scheer, spoke on the ESG/SRI panel at the Virtual Advisor III Summit by Portfolio Summits
Dec 8, 2020
Director, John Przybylski, spoke on the “The RIA Business Model and Financial Planning” panel at the End of Year Advisor Summit 2020 by Portfolio Summits
Dec 3, 2020
Pathstone Chief Advisory Officer and Executive Managing Director, Kelly Maregni, spoke at The Business of Family: Protecting the Matriarch and Patriarch Webinar and Q&A session hosted by Burns & Levinson.
Nov 11, 2020
Managing Director, Jeff Scheer, spoke on the ESG/SRI panel at the Alternative Investments Advisor Summit by Portfolio Summits
Nov 11, 2020
Managing Director, Alex Hart spoke on the “Utilization of Alternatives within Client Portfolios” panel at the Alternative Investments Advisor Summit by Portfolio Summits
Nov 6, 2020
Managing Director, Jeff Scheer, spoke at the Family Office Panel at the 11th Annual Culture Shifting Weekend
Oct 22, 2020
Pathstone Director, Liz Shea, spoke at Women in Wealth Management Summit
Oct 7, 2020
Pathstone Executive Managing Director, John Elmes, spoke at the Practice Management RIA Summit.
Sep 24, 2020
Pathstone Co-CEO Allan Zachariah spoke on Effective Family Office Podcast
Aug 26, 2020
Pathstone Managing Director, Allison Kaplan, speaks at Investment Management Advisor Summit
Aug 6, 2020
Pathstone Managing Director Jeff Scheer spoke at the Family Office Investment Symposium
Jul 21, 2020
Pathstone President Matt Fleissig speaks at Virtual Advisor Summit Panel
Jul 8, 2020
Pathstone’s Jeff Scheer, Managing Director, spoke at ESG Investment Forum panel
Jul 1, 2020
Executive Managing Director, John Elmes, spoke at Family Office Planning & Structure Forum
Jun 15, 2020
Pathstone President Matt Fleissig spoke at BNY Mellon | Pershing Webcast
May 5, 2020
Jeff Scheer, Managing Director, was a panelist at IC Summits
Feb 25, 2020
The Confluence Philanthropy’s 10th Annual Practitioners Gathering: The Decisive Decade
Feb 22, 2020
herNetwork: Women Mean Business: Spring 2020
Feb 13, 2020
Pathstone Managing Director Jeffrey Scheer speaks at Eaton Vance & Calvert’s ESG Boot Camp II
Jan 29, 2020
NEID Learning Circle (Non-Pathstone Event)
Nov 13, 2019
Pathstone’s FuturePath Launch
Nov 12, 2019
Pathstone’s 2019 Impact Conference
Sep 24, 2019
Pathstone Managing Director, Jeff Scheer, will speak at Riskshift: Communicating Climate Risk to Investors event.
Sep 23, 2019
Pathstone Managing Director, Mark Peters, speaks at Impact Investing Forum North
Sep 23, 2019
Mark Peters, Pathstone Managing Director, speaks at Managing Climate Risks Breakfast Briefing
Aug 9, 2019
John Elmes, Pathstone Executive Managing Director, presents at Family Office Association Martha’s Vineyard National Summit
Jul 25, 2019
Donna Szeto speaks at ESG Investing: Gender, Diversity & Inclusion Forum
Jul 23, 2019
Managing Director, Mark Peters, participated on a panel at Opal Family Office & Private Wealth Management Forum
Jul 17, 2019
Pathstone Director, Jeff Scheer, spoke at the Impact Capitalism Summit
Jul 9, 2019
Pathstone Director, Jeff Scheer, moderated a panel at a Sustainable Investing Solutions (SIS) event
Jun 27, 2019
Matthew Fleissig, President, speaks on the “Executive Roundtable: Growth Strategies for Success” Panel
Jun 25, 2019
Managing Director, Mark Peters, explored the topic “Does It Measure Up? Creative Solutions for Measuring and Evaluating Impact”
Jun 13, 2019
Chairman, John LaPann, co-led a discussion on “The Role of the COO”
Jun 13, 2019
Mark Peters, Managing Director, discusses “Setting Expectations for Your Equity Managers”
Jun 12, 2019
Co-CEO, Steve Braverman on “Family Office Views”
May 21, 2019
HerPath Learning Session: Navigating the Opportunities, Challenges and Emotions of Living with Wealth
Apr 9, 2019
Executive Managing Director, Kelly Maregni, panelist at the BNY Mellon wealth symposium
Apr 9, 2019
Executive Managing Director, Kelly Maregni, was a panelist at the BNY Mellon wealth symposium: The Future of Wealth Management and What it Means for your Business.
Jan 29, 2019
HerPath Learning Session: Gender Lens Investing
Nov 13, 2018
HerPath Learning Session: Investment Essentials
Apr 13, 2018
HerPath Conference: Connecting Women in a World of Transition
Our Initiatives
Pathstone is deeply committed to strengthening our multigenerational promise through key initiatives that demonstrate our thought leadership and culture of innovation.
The mission of FuturePath is to educate the rising generation, provide a community of peers, and empower them to take an active role in their family legacy.
The HerPath initiative is dedicated to advancing women’s financial knowledge, enabling them to be better informed and equipped to make financial decisions confidently.
