Pathstone
Pathstone is an independent investment advisory firm that serves multigenerational families with complex needs, single family offices, and foundations and endowments. Founded in 2010, Pathstone aims to assist clients in building, maintaining, and protecting their wealth for future generations. The firm has a rich heritage as a single-family office for multiple families, serving some of America's wealthiest families for decades. With first-hand experience in multigenerational wealth, Pathstone offers integrated, objective, and customized solutions to meet the diverse needs of each family or foundation.
ABOUT PATHSTONE
Pathstone is an independently owned and operated wealth management firm that provides exclusive financial management.
Pathstone Winter Park allows clients to view account valuations, transactions, market updates and reporting information for authorized users.
The firm is institutionally backed by Lovell Minnick Partners and Kelso & Company.
PATHSTONE SERVICES
Pathstone has created comprehensive in-house capabilities and solutions providing family offices the option to outsource specific elements.
Your portfolio will be tailored around your preferences, constraints and targets—purposefully built to give you the best chance at achieving your goals.
Tax Planning & Compliance.
The firm conducts a thorough review of your circumstances, and where possible, works with you to minimize your tax bill and ensure you are only paying what you owe.
The firm will review and advise on your insurance coverage— life, property & casualty, disability, personal staff workman's comp and health.
Legacy Planning.
The firm creates a strategy to achieve your objectives, minimizes taxes and establishes efficient asset transfers to ensure your legacies are maintained across generations.
Family Office & Life Insurance.
The firm manages all personal and business affairs to alleviate your stress by ensuring all the details are handled on your behalf.