Our Capabilities
Our capabilities
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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.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.
*As of October 6, 2025. **Pathstone Family Office LLC ($116B) plus affiliate firms ($55B). As of June 30, 2025. Includes regulatory assets under management, assets under advisory, and assets under administration. Please see Pathstone's ADV on adviserinfo.sec.gov for more information.
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Local Presence.
Shared Purpose.

From coast to coast, Pathstone offices are more than addresses—they’re points of connection for individuals, families, and institutions. At every location, you’ll find a team dedicated to helping you navigate complexity with clarity and to developing strategies that reflect your values, objectives, and vision for the future.

Wherever you are on your journey, we’re here with the insight, resources, and care to help you move forward with confidence. Select your city to meet the team, explore our local perspective, and start a conversation tailored to you.

Los Angeles, California
San Diego, California
San Francisco, California
Walnut Creek, California (Concentric Innovation — a Pathstone affiliate)
Boulder, Colorado
Denver, Colorado
D.C. Metro Area – Alexandria
D.C. Metro Area – Potomac
Naples, Florida
Winter Park, Florida
Atlanta, Georgia
Boston, Massachusetts
Reno, Nevada (Laurel Trust — a Pathstone affiliate)
Englewood, New Jersey
New York, New York
Philadelphia Metro Area, Pennsylvania
Providence, Rhode Island
Seattle, Washington
Austin, Texas
Bellevue, Washington
Scottsdale, Arizona
Jackson, Wyoming (Willow Street — a Pathstone affiliate)
Jackson heritage. Focused on lasting stewardship.

Welcome to Willow Street, a Pathstone Affiliate

Willow Street collaborates with families and their advisors to provide guidance and administration for Wyoming trusts and fiduciary structures. Founded in 2005, we have striven to build our business on collaboration, transparency, and a deep understanding of the nuances that accompany complex wealth. As a Pathstone affiliate, we share a common vision: to deliver highly tailored services that combine technical excellence with personal attention, meeting the increasingly complex needs of multigenerational families. Please visit the Willow Street website for more information.

Rooted in the Jackson Community
In Jackson Hole, rugged natural beauty and a dynamic professional community converge. Willow Street is proud to call this valley home, enriching its culture of philanthropy and stewardship by investing our time, resources, and people in the community where we live and work.

Request a Conversation
Let us know a little about you, and we’ll connect you with someone who can help—whether through Willow Street or Pathstone—wherever you are in your journey.
Let’s get started

Integrated Services, Tailored to You

  • Responsive, custom professional trustee solutions for directed and discretionary Wyoming trusts
  • Advisory, governance, and operations for private trust companies (PTCs)
  • Thought partnership for fiduciary consulting projects
Visit our offices in Jackson
255 Buffalo Way
P.O. Box 1905
Jackson, WY 83001
(307) 733-3327

Meet our people

Jackson team members who contribute diverse perspectives to support our unique client needs.

Betty Andrikopoulos

Executive Managing Director

Betsy Cabradilla

Managing Director

Phillip Harrington, Jr.

Chairman & CEO of Willow Street and Board Member at Laurel Trust Company

Stewart McIver

Managing Director

Amanda Mohnk

Managing Director

Kea Molnar

Managing Director

Tricia Overdyke

COO & Executive Managing Director

Scott Weaver

General Counsel & Chief Fiduciary Officer

Though Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary. Pathstone may assist clients with tax harvesting, and we will work with a client’s tax specialist to answer any questions related to the client’s portfolio account.
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Your path,
Your priorities.

Whether you’re a multi-generational family, a family office, or institution, we provide expertise from across the country for your specific needs.

We look forward to learning more about your ambitions, goals, and visions for where you want to head next.
Ready to start a conversation?

Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

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General Inquiry

Have a question for our team? We’re happy to help.

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