Pathstone is thrilled to be #2 on Forbes' List of America's Top RIA Firms, ranking for the third year in a row! This recognition highlights not only our firm's size but, more importantly, the quality of our client relationships, our team's purpose, and the strong culture we cultivate within our firm. We are deeply grateful for this honor and excited to continue building meaningful connections with our clients. View important disclosures and selection criteria: https://bit.ly/4gQvTH7
About us
Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our trusted advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com.
- Website
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http://www.pathstone.com
External link for Pathstone
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Englewood, New Jersey
- Type
- Privately Held
- Specialties
- Family Office Services, Investment Advice, Tax Planning, Estate Planning, Bill Pay, Accounts Receivable , ESG Investing, Environmental, Social, Governance Investing, Socially Responsible Investing, Investment Solutions, Family Office Structuring, Tax Advice, Tax Savings, and Fee Savings
Locations
Employees at Pathstone
Updates
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Pathstone's Bellevue, WA-based team recently hosted Savvy Teens, an interactive wealth management workshop designed for teens and their parents to explore key tools and strategies needed to thrive. Financial literacy is an essential skill for the rising generation, providing a strong foundation to manage the complexities of wealth. During the event, participants gained valuable insights into wealth management and discovered the meaningful relationship between money, values, and sense of self. #nextgeneration #wealthmanagement #risinggeneration
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Register to join us next Wednesday, October 9 at 1:00 PM ET for a Pathstone webinar on Social Capital: https://bit.ly/4dipJw8. Featuring Pathstone leaders Katherine Pease, Alyssa Do, JD, LL.M, and Hannah Kanstroom, as well as Ron Cordes, co-founder of Cordes Foundation.
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David Kahn, executive managing director of client advisory, was recently named to Barron's Top 100 Independent Advisors. The goal of the list is to shine a spotlight on some of the nation's best financial advisors, recognizing individuals based on the assets they oversee and quality of their practices. Join us in congratulating David! Learn more, view disclosures and selection criteria: https://bit.ly/4eO5OGD
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Our 2nd Annual Pathstone Investment and Policy Discussion brought together an outstanding group of key thought leaders, investment managers, and clients at Sands Capital in Washington, D.C. yesterday. The event featured panel discussions on The Future of Infrastructure and Private Equity Insights, with enriching conversations to follow. Thank you to all who attended and to our speakers for delivering exceptional content. #privateequity #wealthmanagement
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Last week, Pathstone and Katz Amsterdam Foundation co-hosted our Impact Venture Capital Summit, a thought-provoking convening designed for private market investors, fund managers, and impact company founders, CEOs and thought leaders, at the University of Colorado. With the growing momentum of purpose-driven investing over the years, we are increasingly optimistic about the capacity for fund managers and investors to identify market opportunities that align with societal needs. Attendees engaged in conversation about the latest trends and developments within thematic impact investing, heard about industry-transforming startups, and gained insights from experienced thought leaders who are investing with intentionality to drive change. Thank you to our incredible keynote speakers and roundtable hosts for making this second annual gathering truly unforgettable. Colin le Duc Lucas Joppa Rebecca Egger Elana Berkowitz Daniel Gluck Sam Kass Stasia Obremskey Tara Bishop MD, MPH Abe Yokell Paul Straub Danish M. Frank Williams Uriridiakoghene (Ulili) Onovakpuri Andre Bennin Priya Parrish Joanna Drake Matt Greenfield Steve Kupfer Vikas Raj Nasir C. Qadree Justine DeCoste, CFA Kevin Arnold #venturecapital #purposedriveninvesting #impactinvesting #wealthmanagement
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We are pleased to announce that Pathstone has ranked #9 on Barron's List of Top 100 RIA Firms! This recognition reflects our ongoing commitment to excellence, innovation, and delivering exceptional value to our clients. We are honored by this acknowledgment and remain dedicated to maintaining the highest standards in the industry. View important disclosures and selection criteria: https://bit.ly/4dlb9Em
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Expand your family's impact beyond wealth. Join us Wednesday, October 9 at 1:00 PM ET / 11:00 AM MT / 10:00 AM PT for a Pathstone webinar on building social capital featuring Katherine Pease, Alyssa Do, JD, LL.M, and Hannah Kanstroom. Register here: https://bit.ly/4dipJw8 Social capital — your family's connection to and influence on the world around you. Don't miss this opportunity to learn more.
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Applications are open for Pathstone’s Intern Rotational program in Boston, MA, Boulder, CO, and Bellevue, WA! This opportunity allows current students to gain insight into various departments throughout the firm while working alongside teammates nationwide. Submit your application to take the first step in your #CareerPath: http://bit.ly/3XRGdao
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August turned out to be another positive month for equities and bonds despite complex economic data. While inflation's dip below 3% bolstered expectations for a soft landing, weak labor market indicators sparked fears of a potential slowdown. Despite a robust Q2 earnings season, the vaunted #Magnificent7 stumbled, contrasting sharply with the broader S&P 493's positive performance and the notable strength in defensive sectors. Read about this and more in our latest Market Flash: https://bit.ly/4ekh4ua
Market Flash Report - Pathstone
pathstone.com