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
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.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.
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.
Englewood, New Jersey
Family Office Services, Investment Advice, Tax Planning, Estate Planning, Bill Pay, Accounts Receivable , ESG Investing, Environmental, Social, Governance Investing, Socially Responsible Investing, and Investment Solutions