Entities

Pathstone

Industry
Location
Founding Date
2010

Pathstone is an independent advisory firm that offers comprehensive family office services and customized investment advice to families, family offices, and select nonprofit institutions. The firm seeks to help clients create, manage and preserve wealth across generations. It integrates advanced programs with its traditional family office services to provide solutions that weathers the test of time.

Assets under advisement: $27 billion (as of March 31, 2021)