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Integrated Family Office Services
At Pathstone, we help you navigate the complexities of wealth. Our family office services bring your financial priorities under one roof, freeing you from coordinating between multiple providers. We help provide guidance and transparency into your financial life, enabling you to focus your time on things that matter most to you.
The Pathstone difference: Each client is served by a fully integrated in-house team, united by a responsive, proactive advisor. This single point of contact accesses a breadth and depth of highly experienced specialists. We provide you with a comprehensive, unbundled approach, empowering you to select the services that align with your family’s needs.
Bill Pay - Payables/Receivables
Have your bills grown with your family? Let us manage this time-consuming routine. We use advanced systems to ensure bills are paid on time, anomalies are picked up and proper controls are in place.
Family Engagement
Unsure about how to candidly discuss wealth with future generations? Prepare your heirs to be good stewards and thoughtful managers of the family’s wealth and legacy.
Tax Planning and Filing2
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 a family office serve you?
As wealth increases, so does the number of areas that need attention. As a fully integrated family wealth advisory firm, we believe the Pathstone service model offers proactive support and coordination.
We take the administrative and strategic burden off your shoulders. Our comprehensive family office services include investment management, tax planning and filing2, insurance and risk management, legacy planning, personal CFO services, and lifestyle management, all tailored to your needs. As a comprehensive service provider dedicated to cultivating long-term relationships, we provide complete fee transparency, ensuring you understand the exact costs of the services you select, with no surprises.
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
Home Insurance: Adjusting to a Potential “New Normal”
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.
The insurance market has been struggling to adjust to shifting conditions, with carriers leaving certain geographies and a tightening of capacity. For those with high-value properties, which are often in vulnerable coastal or wildfire-prone areas, stability of rates and coverage is a particular concern. Below we offer a summary of the key issues and some actions in consideration of potentially sustained higher insurance rates.
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On paper, stewardship checks all the right boxes: It is rooted in the noble idea of working together as a family, managing and preserving financial wealth responsibly for future generations. Stewardship is a powerful force for shifting the focus away from “what do I want now?” to “what is my role in leveraging these resources to move towards our shared goals?”
The Purpose of Your Wealth
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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