Brainard Management
Pathstone is a partner-owned multi-family office based in Cleveland, OH, dedicated to serving ultra-high net worth families, single-family offices, foundations, and endowments. Their comprehensive range of in-house services is tailored to meet the unique needs and goals of each client, emphasizing a fiduciary approach and a commitment to long-term legacy preservation.
With a focus on innovation and adapting to the complexities of significant wealth, Pathstone's team of experienced professionals delivers customized solutions in areas such as investments, tax planning, and legacy management. The firm is recognized for its exceptional service, consistently ranking among the top firms in the industry and overseeing substantial assets under advisement and administration.
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