Pathstone

Pathstone is an independent, family and partner-owned advisory firm based in Englewood, New Jersey. With 395 employees and annual revenue of $100 million, the firm focuses on providing objective advice to a range of clients, including families and individuals, family offices, foundations, and endowments. Pathstone offers a comprehensive suite of family office services tailored to meet the specific needs of each client. These services encompass innovative solutions and strategies designed to optimize net results and achieve client objectives. They also provide a proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance investment performance, and offer clients robust controls and information access. Pathstone's services extend to select institutions, offering fiduciary advice and investment counsel solutions built to support trustee and committee-directed portfolios. The company distinguishes itself through its culture of innovation, built upon the foundation of trust and service traditionally associated with family offices. Pathstone strives to deliver an exceptional client experience in an ever-changing environment. Their approach is characterized by a client-centric focus and the utilization of smart solutions that deliver meaningful results. For more detailed information about Pathstone and its services, please visit their website at www.pathstone.com.