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

Going the Distance: Five Qualities to Seek in a CDFA® Professional

Certified Divorce Financial Analysts® support attorneys and their clients in understanding the financial aspects of settlement negotiations. They can also help empower the client to make informed decisions for their financial future.

All Insights

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Market Commentary
March 11, 2026

Market Update – Iran Developments

Given the timeliness of recent developments involving Iran, Pathstone is sharing a short Markets Insights presentation.

International
Market Commentary
February 9, 2026

Economy Resilient, Equity Markets Broadening

Monthly Market Insights: The “easy” AI trade may be over

EconomyInvestment Strategy
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
Market Commentary
January 15, 2026

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.

EconomyInvestment Strategy
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
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Media Inquiry

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General Inquiry

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