Single Family Office Advisory Services

Single family offices are designed around the specific requirements of a family. Pathstone has created comprehensive in-house capabilities, providing you the option to outsource some of your family office support needs. Whether you’re seeking tax strategies, trust services, or a more comprehensive suite of family office consulting, we offer turnkey solutions to turbocharge your operations.

We have developed technology and processes to streamline middle office activities by integrating accounting, bill pay, and performance reporting. By serving hundreds of multigenerational families, we have developed, executed, and refined best practices that may benefit your family office.

Multi-family office solutions:

FORBES

Ranked #2

Top RIA Firms

BARRON'S

Ranked #9

Top 100 RIA Firms

Award Disclosure: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking.

$150B+

ASSETS UNDER ADVISEMENT AND ADMINISTRATION (DATA AS OF 6/30/24. PRO FORMA FOR ACQUISITION OF HALL CAPITAL, CLOSED 12/2/24)

225+

PARTNERS OUT OF 700+
PROFESSIONALS

23 OFFICE LOCATIONS

BY THE NUMBERS

Powered by
innovation

Our unique capabilities allow us to identify and act on opportunities, embrace complex challenges, and solve problems before they occur. We continually evolve our thinking, offerings, and processes, as well as add new talent to better serve our clients.

Built for every
generation

Everything we do is focused on delivering the best outcome for each of our clients’ unique needs across generations so that they can achieve their objectives now and in the future.

Expertly delivered

Our team of in-house experts has the accumulated experience of providing solutions for hundreds of families, giving us the breadth and depth of expertise that make us smarter in ways that benefit our clients.

SM

Explore our suite of multigenerational wealth services on our website.

Investment Strategy
Administration
Payables/Receivables
Family Engagement
Financial Reporting
Tax Compliance and Planning
Outsourced CIO
Outsourced CFO
Structuring and Consulting Services

Pathstone Holdings, LLC comprises the following subsidiaries or affiliates: Pathstone Family Office, LLC (~$1.1 billion*), Advisor Partners, LLC (~$1.1 billion), and Willow Street (~$40.5 billion). Data as of 6/30/24 (*Pro forma for acquisition of Hall Capital, closed 12/2/24).