Pathstone
Pathstone is a leading independent investment advisory firm that provides comprehensive wealth management services to multigenerational families, single-family offices, and foundations. Founded in 2010 and headquartered in Englewood, New Jersey, the firm is dedicated to building, preserving, and growing wealth through a combination of strategic guidance and disciplined investment management. Pathstone brings deep expertise in navigating the complexities of family governance and intergenerational wealth transfer. The firm utilizes an integrated "one-firm" approach that connects tax strategy, estate planning, and lifestyle services into a unified roadmap. Their 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 multi-family office firm that provides tailored financial and investment advisory services to ultra-high-net-worth families, family offices, and institutions.
The firm’s service model is designed to address the "complexity of success" through a comprehensive, unified strategy.
As of May 2026, Pathstone manages approximately $185 billion in aggregate assets, serving as a trusted steward for some of America's most prominent families.
Pathstone is committed to high-touch service through advanced technology. Clients have access to a secure digital platform, including the Pathstone Data Exchange, which provides real-time account valuations, transaction history, and integrated performance reporting.
PATHSTONE CORE SERVICES
Investment Strategy and Management: Pathstone provides an open architecture platform that grants objective access to global managers and exclusive private market opportunities in credit, equity, and infrastructure.
Strategic Wealth and Tax Planning: The firm integrates proactive tax optimization and sophisticated estate structuring into every financial decision to maximize after-tax returns.
Family Governance and Education: Pathstone strengthens the human side of wealth by helping families develop formal constitutions and shared mission statements to guide future decision-making.
Lifestyle and Concierge Services: Acting as a comprehensive Personal CFO, the firm manages the daily administrative complexities of wealth, including bill pay, consolidated reporting, and vendor management.