Our Capabilities
Our capabilities
View more

Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ 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 December 31, 2025, including affiliate firms. **Pathstone Family Office LLC ($125B) plus affiliate firms ($62B). As of December 31, 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.
Terms & DisclosuresGeneral InquiriesPrivacy Policy
Perspective & Analysis
April 13, 2026

Five Pitfalls Standing Between Your Family Office and What Matters Most

A family office works best when it’s intentionally designed around the family’s true priorities. Without that clarity, it can add complexity and distract from what matters most.

Family GovernanceLegacy PlanningFamily Offices

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.

Contact detail:

General Inquiry

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

Contact detail: