Address : 10 Sterling Boulevard, Englewood, New Jersey 07631, United States
Phone Number : +1 585-340-3711
Industries : Financial Services, Capital Markets
Website : pathstone.com
Company Description
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered.Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change.Who we serve:1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplifiedA comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes.2. FAMILY OFFICES - Turbo-charge your existing family officeProprietary 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 certain investment components.3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilitiesInvestment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios.We provide 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.Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming.For more information, please see our web site – www.pathstone.com
Specialities
- Family Office Services
- Tax Planning
- Bill Pay
- Esg Investing
- Social
- Socially Responsible Investing
- Family Office Structuring
- Tax Savings
- Financial Services
- Law Practice
- Investment Advice
- Estate Planning
- Accounts Receivable
- Environmental
- Governance Investing
- Investment Solutions
- Tax Advice
- Fee Savings
- Capital Markets
- Legal Services
Financial
Employees Total : 400
Revenue (Yearly) : 25M
Miscellaneous
Founded in : 2010
Twitter : pathstone
Facebook : PathstoneModernFamilyOffice
Linkedin : pathstone-family-office
Instagram : pathstone
Customer Relationship Management : Salesforce
Email Delivery : Mailchimp Mandrill
Email Providers : Outlook
Tech : MailChimp SPF
Tech : Microsoft Office 365
Hosting : Amazon AWS
Last Updated : 2023-12-20
Jobs Vacancies
Senior Tax Associate
Atlanta, Georgia, United States
Posted at : 2023-12-15
Tax Associate Director
Newtown Square, Pennsylvania, United States
Posted at : 2023-12-15
Microsoft Cloud Administrator
Alexandria, Virginia, United States
Posted at : 2023-12-15
Tax Director
Newtown Square, Pennsylvania, United States
Posted at : 2023-12-15
Employees
- Amy Casciani ( Senior Real Estate Developer )
- Ashley Ellsworth ( Capital Markets Manager )
- Asha Holder ( Accounting Associate )
- Brendan Walsh ( Associate Director )
- Charissa Gorman ( Director )
- Connor Sikora ( Investment Operations Associate )
- Alicia Moorhead ( Senior Associate )
Alumni
- Brad Zaumseil ( Associate Director )
- Alec Barnes ( Senior Accountant )
- Jessica Hayes ( Associate Director )
- Bill Brooks ( Investment Advisor )
- Jordan Gutzman ( Senior Associate )
Competitors
 | Multiopción Hipotecaria banking 14 employees |
 | Australian Central Savings & Loans financial services 24 employees |
| | Anderson Ford financial services 73 employees |
| | Ashore Life infrastructure ltd financial services 18 employees |
| | TSYS Managed Services financial services 62 employees |
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