An independent family and partner owned advisory firm providing objective advice to families, individuals, family offices and select institutions.
Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices.
Their goal is to deliver the ultimate client experience in an era of constant change.
They support individuals, families and nonprofit organizations in achieving their individual objectives over the long-term.
With offices spanning from coast to coast, Pathstone Federal Street comprises over 100 employees dedicated to providing clients with customized investment solutions and integrated family office services.
Pathstone Federal Street’s legacy dates back to 1991. The wealth advisory firm was founded on a strong mutual heritage of multigenerational stewardship and independent advice shared by three separate legacy organizations—Pathstone Family Office, Federal Street Advisors, and Convergent Wealth Advisors. The coming together of these organizations allowed Pathstone to provide broader perspective, deeper services and a robust and innovative organization to both high-net-worth families and institutional clients.
Pathstone Federal Street integrates and leverages each organization’s strengths and expertise—specifically, Pathstone Family Office’s solid legacy in providing integrated family office services, state-of-the-art technology and operating efficiencies, Federal Street’s in-depth internal manager research and due diligence process, and Convergent’s sophisticated talent and expertise.
The strength of Pathstone Federal Street lies in its deep commitment to practiced discipline and innovation. This balance of measured methodologies and forward-thinking insight offers clients a carefully designed approach to capturing opportunities that address their specific situations.