Our Capabilities
Our capabilities
View more

Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

We are pleased to share that Mill Creek Capital Advisors is now part of Pathstone. This combination supports Pathstone’s commitment to serving ultra-high-net-worth families, endowments, and foundations and builds on our established presence in the Philadelphia metro area.

Learn more here.

We are excited to share that Mill Creek is now part of Pathstone.

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 December 31, 2025, including affiliate firms. **Pathstone Family Office LLC ($125B) plus affiliate firms ($62B). As of December 31, 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.
Terms & DisclosuresGeneral InquiriesPrivacy Policy

Finding Meaning in Money

Thursday, May 14, 2026

For nearly two decades, Pathstone has brought together clients and close friends of the firm for a distinctive and thoughtfully curated wealth management conference—Finding Meaning in Money. 

This annual spring conference is designed to support clients in navigating life thoughtfully alongside their financial decisions. It’s an intimate collection of curious minds, delivering innovative and personalized content. Finding Meaning in Money is focused on the critical aspects of wealth – family, career, philanthropy, happiness and wellness. This spring, we facilitated a day of engaging speakers and carefully curated content in person at the Clayton Club in Denver, Colorado.

Through well‑known thought leaders, Finding Meaning in Money delivered content intended to help clients align personal values with their long‑term portfolio strategy, learn about creating social impact, and plan for generational wealth transfer.

For a recap of conference highlights, please see our article A Different Kind of Gathering.

Start a Conversation

Your path,
Your priorities.

Whether you’re a multigenerational family, a family office, or institution, we provide expertise from across the country for your specific needs.

We look forward to learning more about your ambitions, goals, and visions for where you want to head next.
Ready to start a conversation?

Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

Contact detail:

General Inquiry

Have a question for our team? We’re happy to help.

Contact detail: