Pathstone provides comprehensive wealth management solutions to high-net-worth individuals, family offices, and institutional clients. Their services span investment advisory, tax and estate planning, trust administration, bill pay, and lifestyle management, all delivered through an integrated in‑house platform that ensures a seamless client experience. The firm distinguishes itself by blending deep expertise with a focus on ESG and socially responsible investing, enabling clients to align financial goals with environmental, social, and governance priorities. Pathstone’s commitment to fee efficiency and tailored family office structuring further enhances its value proposition for multigenerational wealth stewardship.
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members.
Pathstone provides comprehensive wealth management solutions to high-net-worth individuals, family offices, and institutional clients. Their services span investment advisory, tax and estate planning, trust administration, bill pay, and lifestyle management, all delivered through an integrated in‑house platform that ensures a seamless client experience. The firm distinguishes itself by blending deep expertise with a focus on ESG and socially responsible investing, enabling clients to align financial goals with environmental, social, and governance priorities. Pathstone’s commitment to fee efficiency and tailored family office structuring further enhances its value proposition for multigenerational wealth stewardship.