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 12
| Date | Title | Description |
| 30.07.2026 | Wealth managers face a new challenger: Their clients’ AI chatbots | More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice. Wealth management leaders told CNBC that it helps clients have deeper conversations with their advisors but that the practice also comes with risks. ... |
| 22.05.2026 | Convective Capital: $85 Million Raised For Disaster Resilience Fund II | Convective Capital announced the closing of its $85 million Fund II, expanding the firm’s investment focus from wildfire technology into the broader disaster resilience market. The fund will back startups building technologies designed to p... |
| 30.04.2026 | 137 Ventures: $700 Million Raised Across Two New Funds As AUM Surpasses $15 Billion | 137 Ventures, a growth-stage venture firm backing companies including Anduril, Gusto, Ramp, and SpaceX, has closed more than $700 million across two new funds, bringing total assets under management to more than $15 billion. The raise marks... |
| 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 |
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