Pathstone is an independent family and partner-owned advisory firm that provides objective advice to a diverse range of clients, including families, family offices, foundations, and endowments. With a focus on delivering the best outcomes for each client's unique needs, Pathstone offers a comprehensive set of services tailored to individual requirements. For families and individuals, they provide services such as advisory administration, financial planning, estate planning, insurance, and risk management.

Family offices benefit from solutions like financial reporting, outsourced CIO services, and family engagement. Pathstone also offers administration services for foundations and endowments, including board governance, philanthropic strategy, and tax compliance. Built on a foundation of trust, transparency, and a dedication to putting clients' interests first, Pathstone is an independently operated firm that remains nimble and responsive in a constantly changing environment.

With a team of experienced professionals and a commitment to service, Pathstone is dedicated to helping clients achieve their objectives now and in the future