Pathstone Family Office provides integrated wealth management and investment advisory services primarily to ultra-high-net-worth families, single-family offices, endowments, and foundations. Pathstone offers customized investment management on both a discretionary and non-discretionary basis, utilizing a global multi-asset class approach that includes public equities, fixed income, alternative investments, private equity, and real estate. The firm specializes in sourcing and selecting third-party underlying managers, conducting rigorous due diligence, and constructing tailored portfolios. In addition to investment management, Pathstone offers a comprehensive suite of in-house professional services—often referred to as family office services—including accounting and bill pay, tax preparation and planning, wealth and estate planning, risk management, and property management. Pathstone operates through multiple offices across the United States and utilizes affiliated entities to provide specialized trust, fiduciary, and sub-advisory services.
Fee Structure
Pathstone determines investment management fees based on the specific services selected, account size, complexity, and scope of the relationship. Fees are typically structured as an asset-based fee with fixed or tiered percentage points and breakpoints, though fixed fees, performance-based fees, or comprehensive fees may also apply. Because Pathstone acquired multiple legacy organizations, fee schedules vary by office location and client history. All fee arrangements are fully negotiable and agreed upon in a written contract prior to onboarding.