Pathstone Earns Honors at Family Wealth Report Awards
Awards recognize the firm’s industry leadership, growth, and legacy
Pathstone received several major honors at the 2025 Family Wealth Report Awards. These accolades reflect the firm’s commitment to delivering holistic solutions to the ultra-high net worth market.
Notable wins include:
- Pathstone received the award for Best Multi-Family Office ($15 billion AuM/AuA and above), a particularly meaningful win as the firm is celebrating its 15th anniversary in 2025
- Willow Street, a Pathstone company providing guidance and administration for Wyoming fiduciary structures, was awarded Best Fiduciary or Trust Services
- Steve Braverman, Founding Partner and Co-Chairman of Pathstone, received the prestigious Lifetime Achievement Award
“This level of recognition from Family Wealth Report spans leadership, innovation, and firmwide excellence, and serves as a reflection of Pathstone’s incredible growth story — and the depth of our presence within the industry,” said Matt Fleissig, CEO and a Founding Partner of Pathstone. “Each award tells a piece of our story including our vision, our people, and our purpose. Together, they reflect our role in redefining what a family office can be.”
Pathstone: Best Multi-Family Office
Pathstone has been named Best Multi-Family Office ($15 billion AuM/AuA and above), a prestigious recognition that celebrates both scale and sophistication. This marks the third time in four years the firm has received this honor, serving as an affirmation of its vision of offering integrated wealth advisory, investment management, trust services, tax planning, and lifestyle solutions is designed to address the complex and evolving needs of the ultra-affluent.
Willow Street: Best Fiduciary or Trust Services
Willow Street was awarded Best Fiduciary or Trust Services, reflecting the firm’s dedication and professionalism in serving families of wealth and their advisors at the highest possible level. The judging panel noted the firm’s boutique approach, which balances deep technical expertise with a highly personalized service model. Willow Street is honored to receive this award for the third time in four years, particularly in this 20th anniversary year of the firm’s founding.
Steve Braverman: Lifetime Achievement Award
Steve Braverman was the driving force behind the launch of Pathstone in 2010, when he joined forces with co-founders Allan Zachariah (now Co-Chairman along with Steve) and Matthew Fleissig (CEO) to deliver on their vision of combining the high-touch, highly personalized service of a single family office with the robust infrastructure of a sophisticated multi-family service provider. Steve’s strategic foresight and advocacy-driven leadership model continue to resonate across the firm’s culture, particularly its commitment to fostering multigenerational talent to serve multigenerational clients.
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate, but may purchase plaques, reprints, or logos to publicize rankings. 2025 awards were announced May 8, 2025, reflecting the period ending December 31, 2024.
The Family Wealth Report Awards 2025 pool of judges consists of experts coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. The judging process is organized in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own. There are two rounds of judging to decide the shortlist firstly and then a final meeting to decide the ultimate winner. The judges are asked to explain why they feel the particular firm they have chosen should win, and it then goes to vote.
Category Criteria:
MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)
Awarded to: MFOs with above $15 billion AuM/AuA.
BEST FIDUCIARY OR TRUST SERVICES
Awarded to: Fiduciary or Trust Services company selected by judges
LIFETIME ACHIEVEMENT AWARD
Awarded to: Senior Wealth Management Industry Leader selected by judges
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