Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ 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.

A Meaningful Milestone


Pathstone Co-Chairman and Co-Founder Allan Zachariah has been inducted into the University of Kentucky Gatton College Alumni Hall of Fame.

This recognition reflects a career defined not only by professional achievement, but by the qualities that have shaped Pathstone from the beginning. A deep commitment to clients. A belief in long-term relationships. And a standard of care that extends well beyond traditional financial advice.

At Pathstone, we often talk about helping families achieve their preferred life. Long before we had the language, Allan was living that philosophy through his work.

We are honored to see him recognized in this way and grateful for the lasting impact he continues to have on our firm and our community.

Gatton College honors 2026 Alumni Hall of Fame inductees

 

 


References to media appearances or citations in third-party publications are provided for informational and educational purposes only. Such appearances or citations do not constitute an endorsement, testimonial, or recommendation of Pathstone or its Investment Adviser Representatives/professionals by the referenced media outlets, nor do they reflect the views or opinions of those publications.


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Whether you’re a multigenerational family, a family office, or institution, we offer expertise from across the country for your specific needs.

We look forward to learning more about your ambitions, goals, and vision for where you want to head next.
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