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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Our insights & research.

Thoughtful guidance, timely analysis to help you navigate the path ahead.

Featured

Discernment and Discipline

Quarterly Market Insights: The investment environment entering 2026 reflects neither crisis nor euphoria, but rather a complex landscape requiring discernment and discipline.

All Insights

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Perspective & Analysis
January 23, 2026

Tactical Allocation Viewpoints – January 2026

We see no immediate catalyst to alter our slightly defensive but invested stance

Asset AllocationInvestment StrategyPortfolio Management
Preferred Life
November 24, 2025

2025 Year-End Planning Insights

A holistic approach across 8 dimensions of your preferred life.

Business AdvisoryFamily GovernanceHealth and Well-BeingInsuranceLegacy PlanningLifestyle ManagementPhilanthropy
Preferred Life
November 24, 2025

What Matters Most to You—This Season and Beyond?

Creating a long-term vision and strategy.

Lifestyle ManagementFamily GovernanceLegacy Planning
Preferred Life
November 24, 2025

Head into Year-End with Confidence

2025 year-end planning considerations.

Legacy PlanningLegal & Estate StructuringPhilanthropyTax Strategy and Compliance
Preferred Life
November 24, 2025

2025 Year-End Planning Checklist

Guidance for reviewing your financial – and non-financial – wealth.

Family GovernanceTax Strategy and ComplianceLegacy PlanningPhilanthropy
Preferred Life
November 24, 2025

Protect Your Digital Life

Guidance for managing cybersecurity risk.

InsuranceRisk Management
Preferred Life
November 24, 2025

Strengthen Relationships Today and for Tomorrow

Setting the table for success.

Legacy PlanningLegal & Estate Structuring
Preferred Life
November 24, 2025

Will You Do More with Your Philanthropy This Year?

Check gifting plans before year-end.

Legacy PlanningPhilanthropy
Preferred Life
November 24, 2025

Strategic Business Planning Opportunities

The One Big Beautiful Bill Act (OBBBA) introduces a range of new possibilities for proactive and strategic planning.

Business Advisory
Preferred Life
November 24, 2025

What Is the Value of Time?

Pause to rethink how you spend this precious commodity.

Lifestyle ManagementHealth and Well-Being
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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.

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General Inquiry

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

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