Pathstone

Pathstone was founded in 2010 with a clear vision: to address the growing complexity that wealthy families face as their financial lives become more intricate. The founders recognized that traditional wealth management often fragmented services across multiple providers, leaving families to coordinate disparate advisors and navigate conflicting recommendations. They set out to build something different - a truly integrated advisory firm where investment expertise, tax strategy, estate planning, and family governance work in concert under one roof.

From its beginnings as a multi-family office serving clients in the Northeast, Pathstone has grown to become a significant force in the wealth management industry. Headquartered in Englewood, New Jersey, the firm now manages $185B+ in aggregate assets across more than 20 office locations, serving ultra-high net worth individuals, multi-generational families, family offices, foundations, and endowments. The firm operates as a privately held, partner-owned Registered Investment Advisor, allowing it to maintain independence and prioritize client interests above all else.

What distinguishes Pathstone is its commitment to deep, lasting relationships with clients and its philosophy of holistic, integrated advisory services. Rather than simply managing investments or providing periodic advice, Pathstone aims to serve as a true fiduciary partner - accompanying families through the pivotal moments that define their financial lives. Whether guiding a family through a business sale, structuring a complex estate plan, or helping the next generation understand their financial legacy, Pathstone brings resourcefulness, empathy, and long-term perspective to every engagement.