Coyote Wealth
Fractional CFO

Pathstone

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

National multi-family office

Virtual / Multi-CityFounded 2017100-250 employees

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About Pathstone

Pathstone is a national multi-family office providing comprehensive wealth management, investment consulting, and family advisory services to ultra-high-net-worth families and institutions across the US.

Services & Specialties

Services

Investment Consulting
Impact Investing
Tax Planning

Family Office Types

Multi-Family Office

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Clean Record

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Pricing

Fee-only (AUM)

Languages

English

Industries

Technology
Real Estate
Private Equity
Healthcare

States Served

All US States

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