Pathstone

Pathstone has an experienced, objective, multi-disciplined team of skilled advisors who are committed to exceptional, personal client service. We act as a stable fiduciary in the best and exclusive interest of our clients. Pathstone is fee-based and transparent - never upselling in-house products to clients. We seek to offer the best available independent analysis backed by state-of-the-art technology tools. Pathstone utilizes a team of highly skilled financial planning professionals to deliver customized, consistently client-centric service and a truly broad array of investment, tax, fixed income and legacy planning solutions. Pathstone Federal Street is a New Jersey-based advisory firm. Pathstone, The Modern Family Office, is 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.  Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation. Segments we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions?simplified We provide: Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results and provide controls and information in ways we believe were not possible before. We provide: Creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions and tools to provide your family office the flexibility to outsource cert

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