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 Matters Most to You—This Season and Beyond?

Creating a long-term vision and strategy.

Lifestyle ManagementFamily GovernanceLegacy Planning
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
Podcast
January 8, 2025

Matt Fleissig on “Adapting to Change”

Pathstone CEO Matt Fleissig featured on "The Greatness Machine with Darius" podcast, offering insights into the firm’s approach to wealth management.

Business AdvisoryLifestyle Management

Media Inquiry

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General Inquiry

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