Skip to content
Search
Client Login
  • Families & Individuals

    Services

    Advisory
    Bill Pay – Payables/Receivables
    Estate Planning
    Financial Reporting
    Reporting
    Values-Aligned & Impact Investing
    Administration
    Cash Flow & Liquidity Management
    Family Engagement
    Insurance & Risk Management
    Tax Compliance
    Additional Administration
    Dissolution Services
    Financial Planning
    Property Management
    Tax Planning
  • Family Offices

    Services

    Advisory
    Bill Pay – Payables/Receivables
    Financial Reporting
    Reporting
    Administration
    Family Engagement
    Outsourced CIO
    Tax Compliance
    Additional Administration
    Family Office Structuring
    Property Management
    Values-Aligned & Impact Investing
  • Foundations & Endowments

    Services

    Administration
    Values-Aligned & Impact Investing
    Outsourced CIO
    Reporting
    Bill Pay – Payables/Receivables
    Form 990 Prep & Tax Compliance
    Philanthropic Strategy
    Board Governance & Education
    Grant Issuance & Accounts Payable Service
    Risk Management
  • Who We Are
    • Powered by Innovation℠
    • Built for Every Generation℠
    • Expertly delivered℠
    • Investment Philosophy
    • Awards & Recognition
    • Our Team
    • Our Offices
Contact Us
  • Press Center

    April 15, 2025

    Pathstone Named A Multi-Family Office Finalist in the 2025 Family Wealth Report Awards

    Family Wealth Report

    Read More

    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. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking. Please click on the individual award post for full disclosure of the criteria for rankings.

  • All
  • Accolades
  • Articles
  • Podcast
  • Press Release & Announcements
  • Video
  • July 6, 2022

    Setting Family Office Innovation Pace At Pathstone

    Read More
  • June 28, 2022

    Pathstone Adds Two New Independent Board Members, Executing on Its Mission and Vision

    Read More
    Download PDF
  • May 31, 2022

    Pathstone Announces Its Leadership Succession Plan

    Read More
  • May 30, 2022

    Pathstone Demonstrates Commitment To Ethical Standards With Wealth For Good Awards

    Read More
  • May 25, 2022

    Powered by Innovation Pathstone Announces the Acquisition of Concentric Innovation

    Read More
  • April 7, 2022

    Pathstone President, Matt Fleissig, interviewed by WealthManagement.com RIA Edge Podcast on the journey to 35B

    Read More
  • March 31, 2022

    Growing Smart(ly) in a Way That Matters Pathstone Announces the Acquisition of WaterOak’s Investment Advisory and Wealth Management Business

    Read More
    Download PDF
  • March 16, 2022

    Pathstone’s Chief Impact Officer, Erika Karp, featured speaker on “ESG Competent Boards Global Dialogue”

    Read More
  • January 13, 2022

    Pathstone Selected in Real Leaders®️ 200 Top Impact Companies List of 2022

    Read More
  • December 16, 2021

    Pathstone selected as finalist in Best Multi-Family Office $25bn and Over, Women in Wealth Advocate of the Year, ESG Advocate of the Year, Best ESG Investment Offering, and Best Outsourced CIO for the 2022 PAM Awards

    Read More
  • October 20, 2021

    Pathstone Chief Impact Officer, Erika Karp, featured author in Family Office Magazine

    Read More
  • September 29, 2021

    Pathstone President, Matt Fleissig, featured on CityWire offering insight on M&A

    Read More
Previous4567891011Next

Ready to start a conversation?

Get Started
SIGN UP FOR OUR MARKET UPDATE NEWSLETTER
You were successfully added to our mailing list.
There was an error trying to send your message.

(888) 750-7284
9a.m. – 8p.m. ET, Mon-Fri

(888) 750-7284    9a.m. – 8p.m. ET, Mon-Fri

Find an Office Location

  • Scottsdale, Arizona

  • Los Angeles, California

  • San Diego, California

  • San Francisco, California

  • Walnut Creek, California

  • 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

  • Englewood, New Jersey

  • New York, New York

  • Philadelphia Metro Area

  • Providence, Rhode Island

  • Austin, Texas

  • Bellevue, Washington

  • Seattle, Washington

  • Jackson, Wyoming

  • Scottsdale, Arizona

  • Los Angeles, California

  • San Diego, California

  • San Francisco, California

  • Walnut Creek, California

  • 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

  • Englewood, New Jersey

  • New York, New York

  • Philadelphia Metro Area

  • Providence, Rhode Island

  • Austin, Texas

  • Bellevue, Washington

  • Seattle, Washington

  • Jackson, Wyoming

© 2025 Pathstone. All Rights Reserved

Form ADV
Form CRS
Privacy Policy
Terms & Disclosure
Page load link

Search

Search
Client Login
  • Families & Individuals

    Services

    Advisory
    Bill Pay – Payables/Receivables
    Estate Planning
    Financial Reporting
    Reporting
    Values-Aligned & Impact Investing
    Administration
    Cash Flow & Liquidity Management
    Family Engagement
    Insurance & Risk Management
    Tax Compliance
    Additional Administration
    Dissolution Services
    Financial Planning
    Property Management
    Tax Planning
  • Family Offices

    Services

    Advisory
    Bill Pay – Payables/Receivables
    Financial Reporting
    Reporting
    Administration
    Family Engagement
    Outsourced CIO
    Tax Compliance
    Additional Administration
    Family Office Structuring
    Property Management
    Values-Aligned & Impact Investing
  • Foundations & Endowments

    Services

    Administration
    Values-Aligned & Impact Investing
    Outsourced CIO
    Reporting
    Bill Pay – Payables/Receivables
    Form 990 Prep & Tax Compliance
    Philanthropic Strategy
    Board Governance & Education
    Grant Issuance & Accounts Payable Service
    Risk Management
  • Who We Are
    • Powered by Innovation℠
    • Built for Every Generation℠
    • Expertly delivered℠
    • Investment Philosophy
    • Awards & Recognition
    • Our Team
    • Our Offices
Contact Us
Close

Who We Are

Powered by Innovation℠
Built for Every Generation℠
Expertly Delivered℠
Investment Philosophy
Awards & Recognition
Our Team
Our Offices

Serving

Family & Individuals
Family Offices
Foundations & Endowments
Contact & Locations
Client Login

Initiatives

Impact
FuturePath
HerPath

More

Insights
Events
Press
CareerPath