Terms of Use
Legal Disclaimer
Pathstone Family Office, LLC (“Pathstone,” “we,” “our,” or “us”) is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Pathstone provides individual client services only in states in which it is eligible to do so (e.g., pursuant to a filing or where an exemption or exclusion from such filing exists). Certain professional services described on this website may be provided by one or more affiliates of Pathstone.
PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing and using this website, you acknowledge that you have read, understand and agree to be bound by all of the terms and conditions set forth below, which govern your access and use of this website. We reserve the right to amend these terms of use from time to time by posting the amended terms on this website without notice. If you do not accept these terms of use, do not use this website. Your use of this website indicates your full acceptance of these terms of use in their then-current form each time you access or use this website.
Proprietary papers and writings are the opinions of Pathstone. Other articles, links, and information presented on this website are obtained from sources believed to be reliable, but they are for informational purposes only and Pathstone does not guarantee their timeliness or accuracy.
For additional information and disclosures about Pathstone, please review Pathstone’s Form ADV available on this website and at https://adviserinfo.sec.gov/firm/summary/151736. Anything contained in this website is subject to the terms of our Form ADV.
Informational Purposes Only
All content on this website is for informational purposes only and may not constitute a complete description of available services. Neither the information nor any opinion expressed on this website constitutes an offer by Pathstone to buy or sell any securities or financial instruments, or to provide any investment advice or service, and Pathstone is not soliciting any action based on this website. The services, securities and financial instruments described on this website, if any, may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this website can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse effect on the value, price or income of such securities and financial instruments. Clients should consult their advisor with regard to any questions they may have. Nothing on this website should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
Nothing on this website is intended to be, and you should not consider anything on this website to be, accounting, tax or legal advice.
Ownership & Restrictions on Use
All content included on this website is the property of Pathstone or others and is protected by copyright and/or other laws. You may not publish, broadcast, retransmit, reproduce, repackage, frame, commercially exploit, create any derivative of, or otherwise redistribute all or any portion of this website except as explicitly permitted in these terms of use. You may not decompose, decompile, reverse engineer, disassemble, deconstruct or otherwise violate the security of all or any portion of this website.
Pathstone and/or our suppliers reserve all right, title and interest in and to this website and all materials, information, and compilations of information available on or through this website, as well as the domain name, design, layout, and “look and feel” of this website, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Pathstone.
At any time and for any reason we may revoke your right to use all or any portion of this website.
Links to Third Party Websites
We are responsible only for the content of our own website and have no responsibility for any information or policies of any other websites that may be accessible from this website via hyperlink, including links to the websites of companies that provide related information, products and services. Any external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Pathstone. These links are solely for the convenience of visitors to this website, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Pathstone does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should be undertaken only after an independent review of its accuracy, completeness, efficacy, timeliness, and sequencing. If you access any other website through this website, you do so at your own risk. Reference therein to any specific commercial product, process, or service by trade name, trade mark, service mark, manufacturer or otherwise does not constitute or imply endorsement, recommendation or favoring by Pathstone.
Third Party Rankings
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
Information contained in any such rankings is for informational purposes only and the views and opinions expressed are the author’s own and not necessarily those of Pathstone. Awards and accolades, if any, are given by non-affiliated third parties that are independent of Pathstone. None of the information provided is an indication of any client’s experience, past or present, with Pathstone and the services offered by the firm. Pathstone makes no warranties with regard to the information or results obtained by its use (or lack thereof) and disclaims any liability arising out of the use of, or reliance on, the information. Past performance is not indicative of future returns.
Monitoring of Activity
We may, but have no obligation to, monitor and record activity on this website for any reason or for no reason.
No Offer of Employment
This website is not an offer of employment with respect to any employment position described on this website.
International Use
The information provided on this website is not intended for distribution to, or use in, any jurisdiction where such distribution or use would be contrary to law. You are responsible for compliance with applicable local laws and regulations.
Disclaimers & Assumption of Risks
THIS WEBSITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. PATHSTONE MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS WEBSITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS WEBSITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS WEBSITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS WEBSITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.
Information on this website speaks only as of the date indicated. We make reasonable efforts to provide accurate information, but at times we may not promptly update or correct this website even if we are aware that it is inaccurate, outdated or otherwise inappropriate. You agree that we are not liable for any actions you take or decisions you make in reliance on any information on this website.
We make reasonable efforts to avoid technological problems, but at any time this website may have, and/or may cause, technological problems including viruses. We are not liable for any defects, delays or errors in or resulting from your use of this website.
Limitation of Liability
Neither we nor any of our affiliates, agents or employees is responsible for any damages, liabilities or injury, including but not limited to indirect, incidental, special, punitive or consequential damages however caused arising out your use of (or inability to use) this website or these terms of use. Our liability is limited to the maximum extent permitted by law and is limited even if we have been advised of the possibility of the damages, liability or injury that you suffer or if any remedy you have fails of its essential purpose, including any damages, liabilities or injuries caused by any failure of performance, error, omission, theft, interruption, deletion, defect, delay in operation, computer virus, communication line failure, or other computer malfunction. Without limiting the foregoing, under all circumstances, the maximum liability of Pathstone, its agents and employees to any user of this website with respect to this website is $500.
Governing Law & Severability
You agree that your use of this website and any disputes relating to this website or these terms of use shall be governed in all respects by the laws of the State of Delaware and, where applicable, by federal law. If one or more of these terms of use shall for any reason be held to be invalid, illegal or unenforceable in any respect, such invalidity, illegality or unenforceability shall not affect any other provision of these terms of use, but shall be construed as if such invalid, illegal or unenforceable provision had never been contained.
Other Information & Contacting Us
Our Form ADV, Form CRS and Privacy Policy are available on this website and upon request. If you have questions about these terms of use, the content of this website, please contact:
Pathstone
Attention: Chief Compliance Officer
10 Sterling Blvd
Suite 402
Englewood, NJ 07631
