Our Capabilities
Our capabilities
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Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ 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.
*As of October 6, 2025, including affiliate firms. **Pathstone Family Office LLC ($116B) plus affiliate firms ($55B). As of June 30, 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.
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Important Lessons on Entrepreneurship from Successful Coffee Industry Entrepreneur and Author Joshua Dick


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We hosted an engaging dialogue on entrepreneurship with author Joshua Dick as he explained how his simple “Grow Like a Lobster” mantra helped grow his grandfather’s small coffee business into a global business spanning 70 countries and growing sales 25 times in 15 years.

Click to View the Recording

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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.
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General Inquiry

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