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.

Matt Fleissig Highlighted in MarketWatch


Pathstone CEO Matt Fleissig was recently featured in MarketWatch, where he discusses longevity and its potential implications for financial planning.  

In the article, Matt examines how increasing lifespans may influence retirement, wealth planning, family decision-making, and what a longer life may mean for families building toward their Preferred Life. 

Matt’s full editorial is available to MarketWatch subscribers here: Opinion: Your portfolio can recover from a bear market, but can it survive you living to 110? – MarketWatch 


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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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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