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.

Matt Fleissig on Asset TV


In this brief but wide-ranging conversation with Asset TV, Pathstone CEO Matthew Fleissig reflects on how the firm has grown, how technology is changing wealth management, and why strong relationships still matter. He also offers a more personal glimpse into what keeps him grounded outside the office–family and time on the ski slopes.

Watch clip here: Out of Office: Matt Fleissig


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.

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