Pathstone
United States of America
Multi-family office
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Employees
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300+
Pathstone is a US-based multi-family office that operates independently and is owned by its partners. The firm provides comprehensive services for managing family wealth and offers personalised investment advice. Pathstone’s primary goal is to assist clients in building, maintaining, and protecting their wealth for future generations. By combining innovative programs with traditional family office services, Pathstone delivers solutions that are designed to withstand the test of time.
Contact
Basic info
About Pathstone
Pathstone has a team of over 300 professionals with offices in 17 cities. With a culture of innovation and a dedication to excellence, Pathstone is dedicated to helping clients create, manage, and preserve their wealth across generations.
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Board of directors
Matthew Fleissig
Steve Braverman
Ron D. Cordes
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Executive Committee
Matthew Fleissig
Lauren Fryefield
Steve Braverman
Claudio Diaz
Arthur Duffy
Paul Gloth
Alex Hart
David Kahn
Allison Kaplan
Erika Karp
What sets Pathstone apart
Pathstone stands out in the financial advisory industry due to its client-focused approach, innovative culture, and unique definition of intelligence. As an independently operated partner-owned firm, Pathstone is able to provide impartial advice to families, family offices, and foundations & endowments. Pathstone’s commitment to innovation is apparent in the way it constantly seeks to improve its tools, services, platform, and methods to better serve its clients.
- https://www.pathstone.com/
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