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

Futurepath National Summit

Thursday, June 11, 2026
5:30 PM EDT / 4:30 PM CDT / 3:30 PM MDT / 2:30 PM PDT

The Futurepath National Summit is an in-person gathering for individuals in their 20s and 30s to explore what matters most through guided conversation and shared experience.

Taking place June 11 and 12, 2026 in Philadelphia, the Summit brings together peers navigating the opportunities and challenges that can come with being part of a financially successful family.

To learn more, please reach out to your Pathstone advisor or email FuturePathCohort@Pathstone.com.

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?

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General Inquiry

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