Pathstone Family Office

Pathstone Family Office is an independent, partner-owned multi-family office that offers comprehensive wealth management and investment advisory services to ultra-high-net-worth families and institutions. The firm provides a broad range of investment advisory and professional services, including investment advice, manager sourcing and selection, asset allocation, investment policy and portfolio construction, as well as non-investment wealth management services such as expense and cash management, financial reporting, wealth and estate planning, concierge services, philanthropic management, and tax compliance/tax return preparation. As of December 31, 2024, Pathstone managed approximately $100.4 billion in regulatory assets under management, assets under advisory, and assets under administration.

Founded in 2010 by former Harris myCFO executives Steven Braverman and Allan Zachariah, Pathstone has expanded organically and through strategic acquisitions to meet the needs of its clients. The firm employs approximately 750 employees across 22 offices in the United States, including affiliates. Pathstone is privately owned with partner participation through equity ownership, which is the foundation of the firm’s culture and character and a significant driver of the firm’s expansion. Additionally, the firm’s equity ownership includes investment vehicles controlled by Kelso & Company and Lovell Minnick Partners, LLC, and certain Pathstone clients, in each case through intermediate subsidiaries.

In December 2022, Pathstone combined with Willow Street, a Wyoming-based, independent, partner-owned trust and fiduciary services firm. This combination allows the firm to serve the increasingly complex needs of multigenerational families by providing unmatched customization and access to fiduciary expertise backed by years of experience and best practices. The combined organization oversees more than $75 billion of client assets.

Pathstone's offices are located in various cities across the United States, including Englewood, New Jersey; New York, New York; Atlanta, Georgia; Boston, Massachusetts; and Washington, D.C., among others. Each office is dedicated to helping clients navigate complexity with clarity and to developing strategies that reflect their values, objectives, and vision for the future. The firm's advocacy-focused model empowers clients to define and achieve their unique long-term goals and support their legacy.