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.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.
*As of October 6, 2025. **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
September 2, 2025

Time to Reassess QSBS Planning

We outline why businesses and investors with holdings in qualified small business stock-eligible companies should carefully reassess their unique situations.

Legal & Estate StructuringInvestment Strategy
Preferred Life
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August 22, 2024

Estate Planning: Family Vision, Values, and Purpose

When initiating or revisiting the estate planning process, it's vital to articulate your vision of success, core values, and the purpose of your wealth.

Legal & Estate StructuringFamily GovernanceLegacy Planning
Preferred Life
Featured Image
June 20, 2024

Estate Planning Essentials – Integrating the Technical and the Human | Webinar Series

We offer a recap, with replay links, to our three-part webinar series.

Legal & Estate StructuringFamily GovernanceLegacy Planning

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General Inquiry

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