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 Private Equity Capital, Family Wealth Report


In Latest RIA IPO: Harbinger or Outlier?, Pathstone’s CEO Matt Fleissig engages in conversation around the view that private equity capital continues to play a meaningful role in supporting large RIAs.


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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Your path,
Your priorities.

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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