Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone's objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.
Pathstone’s ARROW (Accounting, Reporting, Rebalancing, Optimization & Workflow) is a platform that does not exist today in the industry. It is a multi stage investment that will streamline data across all our major departments to give our clients a clear picture of their investments. This system collects, normalizes, reconciles, and publishes daily all asset information, including traditional marketable securities, hedge funds, other alternative investments, partnerships, or other investment data at the transaction level.
Thought Leadership Campaign
Pathstone’s commitment to ESG investing runs deep and is reflected in our fast growth–we have nearly doubled investments in this area in recent years, including technology investments and the 2021 acquisition of dedicated ESG and impact RIA Cornerstone Capital Group. We continue to dedicate significant resources to providing clients with creative solutions and helping them best align their investments with their values and their mission. We produce proprietary thematic research on critical social and environmental issues, providing clear analysis and, wherever possible, concrete investment solutions. We also publish shorter, timely insights on key governance and regulatory developments as well as primers on various ways in which one can invest for impact and financial returns.