Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ 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.

Sarah serves as Associate Director within Pathstone’s Wealth Planning Group, working remotely from Washington. She collaborates closely with colleagues to deliver sophisticated planning strategies for ultra-high-net-worth families, integrating legal, tax, and financial considerations into comprehensive solutions. 

Sarah holds a Juris Doctor with a concentration in estate planning and is currently pursuing her Master of Laws (LL.M.) in Taxation at the University of Washington School of Law. Her professional background includes serving as a Law Clerk at McGavick Graves, where she developed intricate estate plans and facilitated client meetings alongside attorneys, CPAs, and advisors. She also gained valuable experience as a Summer Associate at McKarcher Law and as a Student Attorney at the University of Washington Federal Tax Clinic, advising clients on IRS disputes and tax compliance matters. 

Beyond her professional pursuits, Sarah enjoys spending time outdoors, reading, traveling, and connecting with family and friends. 

GROUP

Wealth Planning Group


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