Pathstone
Pathstone is a prominent financial services firm specializing in family office support, managing approximately $170 billion in aggregate assets. With a dedicated team of 775 professionals, the company partners with individuals, families, and institutions, providing a comprehensive range of services from investment strategy and governance to bespoke reporting and succession planning.
Focused on adapting to the evolving needs of families and their offices, Pathstone combines specialized expertise with a robust global network of investment managers. Their approach emphasizes customized solutions, objective advice, and continuous innovation, ensuring clients receive personalized support that aligns with their goals and values.
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