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.
Terms & DisclosuresGeneral InquiriesPrivacy Policy
Preferred Life
September 2, 2025

Stay Focused on Estate Planning

We highlight why the One Big Beautiful Bill Act shouldn’t be seen as a reason to hit pause on estate planning.

Legacy PlanningTax Strategy and Compliance
Preferred Life
September 2, 2025

Consider Deferring QOZ Investments to 2027

We discuss how investors intending to pursue QOZ investments may benefit from deferring their participation until 2027 or later.

Investment StrategyTax Strategy and Compliance
Preferred Life
September 2, 2025

Accelerate Charitable Giving in 2025

We discuss how those in the highest marginal tax bracket who itemize should consider accelerating their charitable donations in the 2025 calendar year.

PhilanthropyTax Strategy and Compliance
Preferred Life
April 15, 2025

The Upside of Volatility: Wealth Planning Opportunities

While no one wants to see their assets decline in value, temporary downturns can create wealth planning opportunities.

Legacy PlanningPhilanthropyTax Strategy and Compliance
Preferred Life
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November 14, 2024

Wealth Planning & Tax Year-End Update

The recent elections as well as the sunsetting of many provisions from the Tax Cuts and Jobs Act (TCJA) could influence tax planning and strategy in the year ahead.

Legacy PlanningTax Strategy and CompliancePortfolio Management

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General Inquiry

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