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.

For everything else, get in touch with us via General Inquiries

*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 & DisclosuresPrivacy PolicyForm ADVForm CRS
Preferred Life
October 26, 2026

I Hate Trust Fund Babies.
Wait, Am I a Trust Fund Baby?

Inherited wealth often comes with narratives that can fuel internal conflict. But we have the agency to write our own stories.

Health and Well-BeingLifestyle Management
Preferred Life
May 1, 2026

Evolving the Story: Rethinking Money, Success, and Family Over Time

Three steps to help you recognize, refine, and reshape the narratives guiding your family.

Family GovernanceHealth and Well-Being
Preferred Life
March 18, 2026

Can Family Conflict Be a Catalyst for Change?

Families who navigate moments of conflict most successfully tend to follow six key practices.

Family GovernanceHealth and Well-Being
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
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: