Pathstone Federal Street
Pathstone Federal Street is a financial advisory firm managing $100 billion in assets, serving multigenerational families, single family offices, and foundations with a comprehensive range of services across 21 U.S. locations.
Services Offered by Pathstone Federal Street
Pathstone Federal Street provides a broad spectrum of services, including advisory, administration, bill pay, cash flow & liquidity management, estate planning, financial planning, financial reporting, insurance & risk management, property management, reporting, tax compliance, tax planning, and values-aligned & impact investing. The firm supports multigenerational families, single family offices, and foundations & endowments, tailoring their offerings to meet complex client needs.
Rankings and Awards of Pathstone Federal Street
Pathstone Federal Street has been recognized for its excellence in the industry. In 2023, the firm was ranked #2 on Forbes' list of America's Top RIA Firms. Additionally, it won the 2023 Family Wealth Report Award in the Multi-family Office ($15B AuM/AUA and Above) category, highlighting its significant presence and impact in the wealth management sector.
Pathstone Federal Street's Office Locations
Pathstone Federal Street operates through 21 office locations across the United States. This extensive network allows the firm to provide accessible and personalized services to its clients, ensuring geographic coverage and convenience.
Specialized Initiatives at Pathstone Federal Street
Pathstone Federal Street offers various specialized initiatives to cater to diverse client needs. These include FuturePath, HerPath, and Impact. FuturePath aims to educate and empower the rising generation to take an active role in their family legacy. HerPath focuses on advancing women's financial knowledge and enabling confident financial decisions. The Impact initiative supports clients in aligning their investments with their values.
PathForward Process at Pathstone Federal Street
Pathstone Federal Street provides a preliminary assessment service called the PathForward process. This complimentary evaluation includes portfolio, estate, and tax analysis, offering potential clients a comprehensive overview without any initial cost. This service is designed to educate and provide insight into the benefits of partnering with Pathstone Federal Street.