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, 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.
*As of October 6, 2025, including affiliate firms. **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 (Willow Street — a Pathstone affiliate)
Nevada roots. 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 Nevada and Wyoming trusts and fiduciary structures. We provide trustee services grounded in our core values of collaboration and transparency, and a nuanced appreciation of complex wealth. Please visit the Willow Street website for more information.

Rooted in the Reno Community
In Reno, high desert landscapes meet a spirit of innovation and growth. Willow Street values the opportunity to contribute to Northern Nevada’s culture of collaboration and leadership, committing our time, resources, and people to advance the place we call home.

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Let us know a little about you, and we’ll connect you with someone who can help—wherever you are in your journey.
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Integrated Services, Tailored to You

  • Responsive, custom professional trustee solutions for directed and discretionary Nevada trusts
  • Advisory, governance, and operations for private trust companies (PTCs) 
  • Thought partnership for fiduciary consulting projects
Visit our offices in Reno
100 West Liberty St.
Ste. 768
Reno, NV 89501
(775) 300-6950

Meet our people

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

John Buoymaster

Chair of the Nevada Board of Directors of Willow Street / Chair of the Willow Street Nevada Board

Kathryn Hall

Director on the Nevada Board of Willow Street / Willow Street Nevada Board Director

Phillip Harrington, Jr.

Chairman & CEO of Willow Street

Charles Kurz

Managing Director at Pathstone; Vice Chair of the Willow Street Nevada Board of Directors and Interim President of Willow Street Nevada

Rebecca Renzas

Willow Street Nevada Board Director

Pathstone will act solely in its capacity as a registered investment advisor and does not provide any legal advice. 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.
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)
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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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