WHAT WE DO
Wealth
advisory.
Life planning.
Prosperity as
you define it.
Why work with us
Are you in a moment that
matters—a life event that
will shape your future?
An I.P.O.
A birth of the next generation.
A liquidity event.
A separation or divorce.
A selling of your business.
A retirement.
A rupture in your family line.
A key-person risk.
A future generation seeking
a seat at the table.
An ambitious philanthropic effort.
The paths to your preferred life.
Our purpose
Every moment is a
chance to live into your
preferred life.
We work in service of
that preferred life—
always. And in all ways.
On building
a preferred life.
Wealth opens up possibility.
And wealth, also vastly, complicates a life.
We work with hundreds of families who contribute meaningfully to the American economy. They are creators. Entrepreneurs. Leaders in—and in some cases, founders of—entire American industries. Inventors. Pioneers. Makers of companies, jobs, institutions. Some use their creativity to create culture, media, and entertainment. And yet, others are members of multi-generational stalwart families that have built and invested in education institutions, major leaps in science, the building of whole cities and towns. Some are visible. Many are the quiet fabric that holds their communities together.
The one thing that is common about this uncommon group: They have built and earned their wealth—and all are in the gritty act of putting that wealth to work.
How?
By pursuing their preferred life—the life they yearn for, dream about, hope for—often in ways that extend beyond what they once imagined. And for many, that includes building preferred lives for others—family, future generations, employees, neighbors, alma maters.
One of our great privileges—and we do mean that in the true sense of that word—is to walk side by side with them in this essential act of building their life and the impact from how their life is lived. Through years of experience working with families like these, we come to recognize the patterns, challenges, bumps in the road to building a preferred life. We help them make their toughest choices. We coordinate the day-to-day tedium and complexity so they can devote more of their time and energy to what matters most. We help knit together the systems, professional teams, key conversations, re-mendings of relationships, and care needed to support their family across generations.
And with a resourcefulness, foresight, determined and deep empathy—we accompany them, through the best of it and the hardest of it. We are there on the day a great company is sold. We are there for first births—and joyful future-planning. We are there when a new idea is launched into the world. We are there for second chapters, and career reinventions. We are also there in moments of loss: a gut-wrenching diagnosis, a divorce, a rift in the family. And we are there for all the calls, planning sessions, and thoughtful discussions in between.
When you think in generations, life is long. When you realize the impact you want to make and how precious life is, time is very short.
What motivates us at Pathstone?
To be in service of your preferred life—as deeply as our trusted relationship will allow, and in all the ways we can bring to bear. We take seriously our ethical vow to act in your best interest—always, and in all ways.
the expertise
750+ professionals with
deep expertise.
A broad set of integrated
capabilities under one roof.
And integrated services
to meet each moment.
to consider
Davis’ Preferred Life: Rebuilding a Town*
Dave has decided it it’s time to spend down a significant portion of his wealth. But he doesn’t want to simply give it away. He wants to help revitalize a town in the region where he grew up—a place that had seen families and opportunity vanish as industry changed.
Our partnership
In this case, our aim would be to work closely with Dave to chart a long-term trajectory, structuring his giving through non-traditional assets—including real estate, operating businesses, and a foundation—to transform illiquidity into opportunity. And, along the way, help him assemble talent, connect with experts, and adjust the plan as the vision evolves—building a economic engine where one hasn’t existed for years.
How we show up
Our distinctive
Pathstone character.
In action.
A unique character of a firm
comes through in how it feels to
work together. Pathstone
President Kelly Marengi on how
we show up.
PATHSTONE INSIGHTS + RESEARCH
Charting a Course
Through a New Era
in Trade Conflict
From tariffs to trade tensions,
global conflicts introduce
uncertainty—here’s how investors
can confidently navigate the
turbulence ahead.
ACCOLADES & RECOGNITION
Pathstone is
recognized by
industry analysts
and journalist each
year for our client
focus, growth, and
service.
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking. Please click on the individual award post for full disclosure of the criteria for rankings.
START A CONVERSATION
Your path,
your priorities.
At Pathstone, we serve as trusted partners to families of significant means navigating complexity across generations.
We look forward to learning more about your ambitions, goals, and visions for your preferred life.
