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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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 Is the Value of Time?

Pause to rethink how you spend this precious commodity.

Lifestyle ManagementHealth and Well-Being
Preferred Life
November 24, 2025

Keeping Yourself—and the Season—Merry and Bright

Prepare for the holidays with a focus on health.

Lifestyle ManagementHealth and Well-Being

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General Inquiry

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