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
Apr 30, 2025
Denver, CO
FuturePath Rising Gen Summit
May 1, 2025
Denver, CO
Finding Meaning in Money Denver
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.
