Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

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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.

Jim Coutré on Wealth, Fame, and Family Dynamics


Investment News taps our Wealth Planning head for insights on the role of dynamic family governance in mitigating these pressures.

In this Q&A with Investment News, Jim Coutré discussed the importance of ensuring that a family’s financial growth (and, for some, fame) is matched with growth in personal and family relationships.

Read the full article here: From the Beckhams to the Murdochs: Why family feuds often intensify as wealth and fame grow


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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