Founded in 2010, Pathstone is a multi-family office that provides a wide range of integrated wealth management services. The company grew significantly through strategic acquisitions, including the notable 2015 merger with Federal Street Advisors, which led to the name "Pathstone Federal Street" being used for a period. Now operating simply as Pathstone, the firm's mission is to provide sophisticated, customized, and objective financial advice. Its services encompass investment advisory, tax and estate planning, philanthropic guidance, and complex financial administration for a select clientele.

Founded in

United States