Pathstone
Pathstone is a leading independent investment advisory firm that provides comprehensive wealth management services to multigenerational families, single-family offices, and foundations and endowments. Founded in 2010, the firm is dedicated to helping clients build, preserve, and grow wealth across generations through a combination of strategic guidance, personalized planning, and disciplined investment management. With roots as a multi-family office serving some of America’s most prominent families, Pathstone brings deep expertise in navigating the complexities of family governance, legacy planning, and intergenerational wealth transfer. The firm’s integrated, objective, and highly customized approach ensures that every client receives solutions tailored to their unique goals, values, and long-term vision.
ABOUT PATHSTONE
Pathstone is a premier, independently owned wealth management and multifamily office firm that provides tailored financial and investment advisory services to ultra-high-net-worth families, family offices, and institutions.
Founded in 2010, the firm combines deep expertise with cutting-edge technology to deliver a fully integrated approach to wealth management—spanning investments, tax strategy, estate planning, and family governance.
With offices nationwide, including Pathstone Winter Park, clients have access to a secure digital platform that provides real-time account valuations, transaction history, and performance reporting.
The firm is institutionally backed by Lovell Minnick Partners and Kelso & Company.
PATHSTONE SERVICES
Family Office Solutions – Pathstone provides comprehensive, in-house capabilities that allow family offices to outsource or enhance select functions, from bill pay to consolidated reporting and family governance.
Investment Management – Each portfolio is strategically customized around client objectives, risk tolerance, and long-term goals, integrating both traditional and alternative investments to achieve optimal diversification.
Tax Planning & Compliance – Pathstone’s advisors conduct in-depth reviews of client circumstances to minimize tax liabilities while ensuring full compliance with evolving tax regulations.
Insurance & Risk Management – The firm assesses and manages insurance portfolios across life, property and casualty, disability, and employee-related coverage to safeguard client assets.
Legacy & Estate Planning – Advisors design tax-efficient estate and philanthropic strategies that preserve wealth and reflect family values across generations.
Lifestyle & Concierge Services – Pathstone assists with the management of personal and business affairs, coordinating financial details and administrative logistics to simplify clients’ lives.