Pathstone is an independent family and partner-owned advisory firm that provides objective advice to families, family offices, and foundations & endowments. With a focus on delivering the best outcomes for each client's unique needs, Pathstone offers a range of services to help individuals and organizations achieve their objectives. For families and individuals, Pathstone provides services such as financial planning, estate planning, insurance & risk management, and tax planning.

They also offer advisory and administration services, including cash flow & liquidity management and property management. For family offices, Pathstone offers additional services like family office structuring, financial reporting, and outsourced CIO. They also provide services for foundations and endowments, including board governance & education, grants issuance & accounts payable service, and Form 990 prep & tax compliance.

Pathstone prides itself on being independently operated and adhering to the fiduciary standard. Their team of experts is dedicated to putting clients' interests first and delivering the best advice and solutions. By combining innovation, trust, and transparency, Pathstone ensures that clients can navigate the complexities of managing their wealth with confidence