Pathstone Federal Street
Please Log In for Company Contact InformationPathstone merged with Convergent Wealth Advisors in 2016. 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 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. 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 certain investment components. 3. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. Results oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization.
Industry Role:
InvestorAllocator
Investor Type:
Consultant
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
| # | Location | Address | |
|---|---|---|---|
| 1. | Atlanta, GA, US | 3333 Piedmont Rd NE #2000, Atlanta, GA 30305, USA | |
| 2. | Boston, MA, US | 24 Federal St 28th Floor, Boston, MA 02110, USA | |
| 3. | Boston, MA, US | 24 Federal St 8th Floor, Boston, MA 02110, USA | |
| 4. | Englewood, NJ, US | 10 Sterling Blvd #402, Englewood, NJ 07631, USA | |
| 5. | Los Angeles, CA, US | 2000 Avenue of the Stars Suite 550-N, Los Angeles, CA 90067, USA | |
| 6. | Naples, FL, US | 999 Vanderbilt Beach Rd #200, Naples, FL 34108, USA | |
| 7. | Portland, OR, US | 720 SW Washington St #720, Portland, OR 97205, USA | |
| 8. | Portland, OR, US | 1355 NW Everett St #100, Portland, OR 97209, USA | |
| 9. | Potomac, MD, US | 12505 Park Potomac Ave #400, Potomac, MD 20854, USA | |
| 10. | Rockville, MD, US | 2600 Tower Oaks Blvd #300, Rockville, MD 20852, USA |
Executives and Employees
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