Pathstone

About Pathstone

Pathstone is a private advisory firm, operating in the manner of a family office, established in 2010 and headquartered in Englewood, New Jersey. It provides comprehensive wealth management and financial advisory services to a varied client base and acts as an independent partner, concentrating on preserving and growing capital over the long term through a structured advisory framework. Over more than a decade it has kept a steady presence in financial services and developed its platform to suit the demanding requirements of today's investment environment, supported by a stable organizational structure and a focus on specialized advisory solutions that fit the objectives spanning generations for the entities served. Its main asset classes and service areas are estate planning, asset management, financial planning and property management, and it adds risk management and integrated financial reporting for a holistic approach to wealth oversight. Activity centers on the U.S., where customers span many regional markets. The investment strategy follows a mandate of creating and preserving wealth, using traditional and specialized management techniques to meet specific client requirements. Within that framework, the Pathstone family office model offers highly customized service that integrates planning that is tax-efficient together with strong risk mitigation, so that strategic execution stays aligned with the fiduciary standards that sophisticated private and institutional clients expect. The firm has approximately 800 professionals behind its service platform, which allows close-contact advisory work spanning functional areas such as risk management and estate planning. Its clients are endowment funds, foundations, family offices and families, a broad reach in institutional and private wealth. That large, specialized workforce lets the Pathstone family office deliver a scalable yet personalized experience to its stakeholders. Pathstone remains a private entity and relies on internal expertise and a national footprint to offer a full platform covering wealth management and oversight of finances, integrating complex financial services into a unified offering for clients nationwide in the U.S.