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.
Terms & DisclosuresGeneral InquiriesPrivacy Policy
Preferred Life
October 28, 2025

Private Investments Through Donor Advised Funds

Brief overview of Donor Advised Funds including private and purpose-driven investment opportunities.

PhilanthropyLegacy PlanningPurpose-Driven Investing
Perspective & Analysis
Featured Image
November 21, 2024

Venture Capital Driving Change

Highlights from the Impact Venture Capital Summit with the Katz Amsterdam Foundation at the University of Colorado Folsom Field.

Private MarketsInvestment StrategyPurpose-Driven Investing
Perspective & Analysis
Featured Image
October 7, 2024

Charging Forward: The Case for Investing in Power Now

We assess demand and supply drivers as well as likely industry beneficiaries of the push to decarbonize energy.

Investment StrategyEquitiesPrivate MarketsPurpose-Driven Investing

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General Inquiry

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