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Discover how we help you manage the complexities of wealth planning for your liquidity event.
Prepare for Your Liquidity Event with a Wealth of Experience by Your Side
Selling your business or planning an exit strategy? This is a complex decision not only for your business, but for your wealth. At Pathstone, we guide entrepreneurs through every stage of this journey, offering tailored pre- and post-liquidity planning services that simplify your financial decisions and let you focus on what matters most. Our integrated approach ensures that your financial priorities are streamlined under one roof, helping you navigate the complexities of liquidity events with confidence.
The Pathstone difference: Each client is supported by a dedicated advisor and a customized in-house team of specialists, offering deep expertise in guiding entrepreneurs through pre-liquidity strategy and post-sale wealth management. Your integrated team helps provide access to tailored services, providing clarity and precision at every step. Our flexible, unbundled approach allows you to choose services that best align with your family’s unique needs, ensuring personalized and results-driven support.
Estate Planning
Create a strategy to achieve your objectives, minimize taxes and establish efficient asset transfers to help protect your legacy across generations.
Cash Flow & Liquidity Management
Whatever your goal or unique situation, Pathstone will work to help you understand your overall financial position so that you can make solid investment and financial decisions that help move you toward your desired lifestyle and goals.
Tax Planning2
At Pathstone, tax planning is a year-round conversation. Our integrated team incorporates investment income and strategies to help ensure your tax liabilities do not diminish the value of your investment earnings in the long term. And that’s just the beginning.
How can Pathstone serve you?
As you approach a business exit that will result in significant liquidity, there are a number of financial decisions that you will need to make. At Pathstone, we provide proactive support and tailored strategies to simplify this process and maximize outcomes. With a fully integrated approach, our team coordinates every aspect of your financial plan with empathy and precision.
We take the weight of administrative and strategic financial tasks off your shoulders, offering our expertise in daily management, reporting, investment planning, and tax strategy2. As a comprehensive service provider dedicated to cultivating long-term relationships, we earn fees only for the services we provide.
As your requirements grow, your Pathstone team scales with you. We proactively anticipate family needs and provide customized solutions that go beyond traditional financial services—from paying your bills to family succession planning and more. Our seasoned professionals are experienced in serving the needs of those with complex wealth. This allows us to meet each client where they are, offering guidance and helping to protect their legacy for generations to come.
FEATURED SERVICES
How can our integrated team more efficiently and effectively manage your wealth?
EXPLORE EXAMPLES, DRAWN FROM OUR WIDE PORTFOLIO OF SERVICES.
RELATED INSIGHTS
Selling Your Business: Advice from Entrepreneurs
Estate Planning: Family Vision, Values, and Purpose
Estate planning can be viewed as a tax-focused financial necessity for those with significant wealth. We believe that estate plans can also provide an opportunity for meaningful family engagement about shared vision and purpose as well as individual values and goals. This article focuses on the importance of starting the planning process based on what matters most to your family.
Selling a business is a dream for many entrepreneurs, but it’s also a complex practical reality. As with any once-in-a-lifetime milestone, it can be helpful to hear from people who have successfully walked the path first. If you’re thinking about selling, consider these tips from founders who have sold their companies and gone on to create meaningful new chapters in their lives.
Get Our Guide to Planning Your Exit
We break down the complexities of selling your business to help entrepreneurs navigate this long process.
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A History of Growth
Since 2010, we’ve served hundreds of ultra-high net worth families by providing highly customized investment advice and comprehensive family office services.
- Serve families in 23 locations1
- Employ over 700 professionals across disciplines1
- Advise on more than $150 billion in assets*
Pathstone’s thoughtful expansion reflects our commitment to excellence. By offering an integrated set of comprehensive services delivered in-house, we focus on meeting the unique goals of ultra-high net worth families without compromising the personalized care that defines us.
FEATURED AWARDS
BARRON's 2024
TOP 100 RIA FIRMS
AMERICA'S TOP RIA FIRMS
FORBES 2023
Participation in Barron’s Top 100 RIA Firms ranking is by invitation only, and limited to firms that meet the minimum eligibility requirements. As with all Barron’s rankings, they do not disclose the proprietary formula. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets overseen by the firm, revenue generated by the firm, growth achieved by the firm, client size, staff size, level of technology spending, and placement of a succession plan. The ranking is not indicative of the firm’s past or future performance. Neither the firm nor its executives pay a fee to Barron’s in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award ranking provided is accurate as of September 16, 2024 and is based on the data as of June 30, 2024.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The award ranking provided is accurate as of October 8, 2024 and is based on the data as of March 31, 2024.
Awards: 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*
700+
PROFESSIONALS1
23
OFFICE LOCATIONS1
BY THE NUMBERS
Explore our suite of multigenerational wealth services on our website.
Disclosures: Pathstone Holdings, LLC comprises the following subsidiaries or affiliates: Pathstone Family Office, LLC (~$113.4B*), Advisor Partners, LLC (~$1.1B), and Willow Street (~$40.5B). Data as of 6/30/24 (*pro forma for acquisition of Hall Capital, closed 12/2/24). Assets Under Advisement & Administration includes both Pathstone’s assets under management (AUM) as well as other assets that we report on that are non-AUM.
1Data as of 01/14/25