Pathstone

Pathstone is a partner-owned multi-family office headquartered in Englewood, New Jersey, offering a comprehensive suite of wealth management and advisory services to ultra-high-net-worth families, single-family offices, foundations, and endowments. The firm specializes in investment management, estate planning, and family governance, delivering tailored solutions that address both immediate objectives and long-term legacy considerations.

The firm's investment strategy encompasses a diverse range of asset classes, including private equity, real estate, and venture capital, with a focus on growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. Pathstone's geographical focus is primarily within the United States, serving clients across various industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, industrial, consumer services, materials, utilities, and transportation.

In recent years, Pathstone has expanded its capabilities through strategic acquisitions, including the acquisition of Crestone Capital in February 2024, which added over $3 billion in assets under management and advisory services. The firm has also combined with Willow Street, a Wyoming-based trust and fiduciary services firm, in December 2022, and Hall Capital Partners, a San Francisco and New York-based investment advisory firm, in October 2024. These strategic moves have solidified Pathstone's position as a leading independent registered investment advisor focused on serving ultra-high-net-worth families and institutions, with assets under management exceeding $100 billion as of October 2025.

Pathstone's commitment to growth and innovation is further demonstrated by its recognition at the 2025 Family Wealth Report Awards, where it received honors for Best Multi-Family Office and Lifetime Achievement Award for Founding Partner Steve Braverman. The firm's dedication to delivering holistic solutions to the ultra-high-net-worth market underscores its role as a trusted partner in wealth management and advisory services.