Pathstone

Pathstone is a partner-owned multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. They provide an integrated suite of services designed to empower clients to realize their unique goals and maintain their legacy. Their offerings include family office services, investments, tax planning, insurance, and legacy planning. Pathstone is recognized for its innovation and commitment to client service, with over $150 billion in assets under advisement and administration. They have 22 office locations and a team of 700+ professionals. Notable clients include ultra-high net worth families and foundations.