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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Investing Beyond the Magnificent 7: Growth Opportunities and the Future of AI

Thursday, July 10, 2025
3:00 PM EDT / 2:00 PM CDT / 1:00 PM MDT / 12:00 PM PDT

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This webinar on investing beyond today’s tech giants and the future of transformative technologies features a Q&A with Jim Robillard, Founder and Chief Investment Officer of Spyglass Capital Management, and Michael McGowan, Head of Investment Strategy at Pathstone, as they explore:

  • The Magnificent 7 stocks and investing in the growth opportunity set, the dynamics behind its underperformance relative to mega-cap tech, and areas where long-term opportunity may be emerging.
  • A forward-looking conversation exploring AI and the rise of humanoid robotics
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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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