Welcome to Pathstone.

775+ team members.*
Specialized expertise.
$185B+ 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.

Katherine Pease Featured in Inside Philanthropy


Katherine Pease, who leads philanthropic advisory services at Pathstone, shares perspective on a growing conversation among philanthropic families: whether charitable assets should exist in perpetuity or be intentionally deployed within a defined period of time. In the article, she discusses Gary Community Ventures, which plans to use its philanthropic resources by 2035, as one example of this approach. 

Read full article here:Inside Gary Community Ventures Unique Magic 


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 


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