Pathstone Federal Street

About The Fund

Pathstone is a multi-family office serving ultra-high net worth families, single-family offices, foundations, and endowments. Founded in 2009 and based in Fort Lee, New Jersey, they provide comprehensive financial advisory services to high net worth clients and multi-generational families. Their suite of services includes family office alignment, aggregation and allocation of assets, comprehensive financial goal analysis, wealth and tax assessments, and customized long-term planning solutions to align with each family's individual needs and objectives. Pathstone recently integrated with Hall Capital, expanding their presence and capabilities. They manage over $150 billion in client assets and operate from 22 office locations with a team of over 700 professionals, including 265 partners. Pathstone’s approach is client-centric and customized, ensuring that the diverse needs of each family or foundation are met with integrated, objective solutions. Their services extend to investments, tax planning and compliance, insurance and risk management, legacy planning, and family office and lifestyle management. Innovation is a core principle; they seek opportunities, embrace complex challenges, and evolve their offerings, processes, and talent to serve clients better. They are dedicated to serving clients across generations, with solutions expertly tailored to each client's unique objectives. Alongside their financial services, they also emphasize values-aligned and impact investing, reflecting their commitment to align investments with clients' missions or values while seeking competitive financial returns. Their initiatives like FuturePath and HerPath demonstrate thought leadership and innovation, focusing on empowering the next generation and advancing women’s financial knowledge, respectively. The firm offers a PathForward preliminary assessment service for new clients to experience their approach. Awards and rankings by Barron's, Forbes, and Financial Advisor highlight Pathstone’s excellence in the industry.