Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ 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 on Family Office Concerns in Family Wealth Report


In this interview, Matt Fleissig discusses how clients are reassessing private equity after recent underperformance, while still anchoring portfolios around long-term discipline and perspective. He also discusses the growing demand for outsourced services as families seek deeper expertise and flexibility. Read the full article here: Global Politics, Talent Woes, Legacy Anxiety And Private Equity Top 2026 Family Office Concerns.


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.

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