Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered.

Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change.

Who we serve:

1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified

A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes.

2. FAMILY OFFICES - Turbo-charge your existing family office

Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before.

We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components.

3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities

Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios.

We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization.


Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming.

For more information, please see our web site – www.pathstone.com

Pathstone

Matthew Fleissig

Emilie Padgett

Ashley Ellsworth

Amy Defer Geiger

Amy Blitzer

Melissa Harkey

Jeremy Connerton

Stacy Rush

Nicole Porta

Rachele Bouchand

Mark Peters

Mike Chase

Daniel Gross

Andrew Ayres

Charles Walsh

Cfp® Lauren Finn

Alex Hart Cfa, Caia

Matthew Sher

Lauren Ablow Fryefield

The Legal and Compliance team at Pathstone plays a crucial role in ensuring that the company adheres to legal regulations and industry standards. They provide guidance on compliance matters, oversee risk management processes, and deliver tax strategies tailored to individual and family office needs. By managing legal risks and implementing best practices, this team helps maintain Pathstone's commitment to trust and service while fostering innovation within the company.

Legal and Compliance

Client Relationship Management

Leadership Team

Legal and Compliance

About

Team members

Other teams at Pathstone

Client Relationship Management

Leadership Team