Company

Pathstone Family Office, LLC

Pathstone Family Office, LLC is a multi-family office serving ultra-high net worth families with investment and planning services.

About

Founded in 2010 and operating from Englewood, US, Pathstone Family Office, LLC provides investment management, tax planning and compliance, insurance and risk management, legacy planning and family office services. Its clients include ultra-high net worth families, single family offices, foundations and endowments. In November 2019 Lovell Minnick Partners acquired a majority stake from Fiduciary Network, LLC. Assets under management were over USD 150 bn as of June 2024.

2Funding rounds

2Investors

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