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.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Events

Our events—both in person and virtual—are designed to bring our community together for insight, connection, and conversation. From thought leadership panels to intimate roundtables, we aim to create opportunities to learn, share, and engage with ideas that matter. Explore what’s ahead—or revisit highlights from past gatherings.


All Events

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August 28, 2025

Introducing the FuturePath Cohort: Empowering the Rising Generation

Webinar

Pathstone is excited to launch the FuturePath Cohort, a virtual peer learning program designed specifically for adult children of financially successful families. This nine-month development journey is set to begin in October 2025, offering …
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July 10, 2025

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

Webcast

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 …
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June 6, 2025

Beyond Borders: What to Know Before Diversifying Wealth Globally | Webinar Replay

Webinar

In this webinar replay, Scott Weaver, JD, Chief Fiduciary Officer of Pathstone, leads a discussion with Nicholas Heuer, JD, LLM, a partner at international law firm Katten, and Steve Sokić, Chairman of Jersey-based Crestbridge Family Office …
May 22, 2025

Defining Family Success: Crafting a Vision for Multigenerational Growth and Thriving

Webcast

Dive into what "success" truly means for families, and how intentionally articulating that vision can support family alignment and thriving. This webinar will explore how to co-create a family-centered vision that moves towards achieving …
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May 22, 2025

Video: Rethinking Perpetuity, Payout & Purpose

Denver, CO

Pathstone cohosted a panel discussion with Gary Community Ventures, Philanthropy Colorado, and the Mighty Arrow Foundation to discuss the evolving landscape of philanthropy in response to both generational shifts and a rising sense of urgency …
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May 1, 2025

Finding Meaning in Money Denver

Denver, CO

The Pathstone Finding Meaning in Money Conference boasts an intimate collection of curious minds, delivering innovative and personalized content to help clients align personal values with long-term investment strategy, while learning about …
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April 30, 2025

FuturePath Rising Gen Summit

Denver, CO

Pathstone’s FuturePath Rising Gen Summit is a gathering for the next generation of wealth holders, designed to foster connection, reflection, and personal growth. Hosted in Denver, the event kicks off with an intimate dinner on April 30, …
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April 3, 2025

Markets Group: 9th Annual Private Wealth Tri-State Forum

New York, NY

Eric Stephenson, a Managing Director at Pathstone, will be speaking on the "Future of Wealth Management" panel at the Markets Group: 9th Annual Private Wealth Tri-State Forum. According to the Markets Group, "Our agenda covers: asset …
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March 11, 2025

Confluence Philanthropy 15th Anniversary Practitioners Gathering

San Francisco, CA

We are excited to share that Pathstone will serve as a sponsor for Confluence Philanthropy’s 15th Anniversary Practitioners Gathering, continuing our long tradition of supporting their work with foundations, family offices, and their …
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March 5, 2025

CAIS Women in Wealth Leadership Forum

New York, NY

Jennifer Albert is speaking on the CAIS panel The Alternative Edge: Women Pioneering in Investments at their Women in Wealth Leadership Forum. The discussion will explore the evolving role of alternative investments in wealth management, …
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Your path,
Your priorities.

Whether you’re a multigenerational family, 
a family office, or institution, we create communities that give you the access, knowledge, and learning that’s right 
for your 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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