Pathstone, The Modern Family Office, is an independent family and partner owned advisory firm providing objective advice to families &individuals, family offices and select institutions.
Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation.
Segments we serve:
1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified
We provide:
Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on 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. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilities
Investment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. W 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.
For more information, please see our web site – www.pathstone.com
Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation.
Segments we serve:
1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified
We provide:
Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on 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. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilities
Investment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. W 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.
For more information, please see our web site – www.pathstone.com
Location: United States, New Jersey, Englewood
Employees: 51-200
Founded date: 2010
Investors 2
| Date | Name | Website |
| - | Lovell Min... | lmpartners... |
| 04.03.2024 | Kelso Priv... | kelso.com |
Mentions in press and media 9
| Date | Title | Description |
| 03.03.2026 | Old Well Labs: AI Investment Intelligence Platform Welcomes Strategic New Investors | Old Well Labs (OWL), an AI-powered platform that helps allocators and investment managers find, monitor, and connect with one another, announced a new strategic investment from Capital Allocators, Teamworthy Ventures, and Hammoud Ventures. ... |
| 23.01.2026 | Advisors to the ultra rich say AI isn’t a gamechanger for landing new clients | Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding and landing these coveted clients, RIA l... |
| 10.08.2025 | AI is creating new billionaires at a record pace | The artificial intelligence boom is quickly becoming the largest wealth creation spree in recent history. That’s boosted in part by blockbuster fundraising rounds this year for Anthropic, Safe Superintelligence, OpenAI, Anysphere and other ... |
| 16.02.2024 | Business | New Jersey firm acquires wealth adviser Crestone Capital | Crestone Capital LLC, which delivers a suite of integrated investment management and wealth advisory services to a network of entrepreneurs, business owners and their families, is being acquired by Pathstone, a partner-owned advisory firm b... |
| 02.09.2022 | Will Quantum Technology Be The Silver Bullet For Climate Change? | Markus Pflitsch, CEO and Founder of Terra Quantum, is a dedicated quantum physicist, senior financial executive and deep tech entrepreneur. |
| 01.03.2021 | Pathstone Announces the Addition of Cornerstone Capital Group | |
| 10.09.2020 | Growing Smart(ly) in a Way That Matters | |
| 22.06.2020 | Legacies Evolve; Promises Don’t: Pathstone’s Approach to Multigenerational Financial Stewardship | In life, we all run our own race. But where we start, as well as where we wind up, depends in part on the generations that came before us. Coaching families through those choices are family offices like Pathstone. To the families and founda... |
| 16.04.2020 | 5 Factors for Planning Your Entrepreneurial Legacy | April 16, 2020 6 min read Opinions expressed by Entrepreneur contributors are their own. In business today, disruption is the name of the game. Entrepreneurs are constantly looking for ways to shake things up, find new perspectives and chan... |