Pathstone Federal Street

Pathstone Federal Street's Services

Pathstone Federal Street offers a comprehensive range of services tailored to meet the diverse needs of its clientele. These include advisory, administration, bill pay, cash flow & liquidity management, estate planning, family engagement, financial planning, financial reporting, insurance & risk management, property management, reporting, tax compliance, tax planning, and values-aligned & impact investing. This wide array of services ensures that multigenerational families with complex needs, single family offices, and foundations and endowments receive holistic and customized solutions.

Pathstone Federal Street's Clientele

Pathstone Federal Street serves a diverse clientele that includes multigenerational families with complex needs, single family offices, and foundations and endowments. The firm’s specialized services, such as family office structuring and outsourced CIO, are designed to address the unique challenges these clients face. Additionally, Pathstone's initiatives like FuturePath and HerPath provide targeted support to specific client groups, ensuring that each client's distinct needs and goals are met effectively.

Pathstone Federal Street's Industry Recognition

Pathstone Federal Street has garnered significant industry recognition, exemplified by its ranking as #2 on Forbes' 2023 list of America's Top RIA Firms. Moreover, the firm won the 2023 Family Wealth Report Award in the Multi-family Office ($15B AuM/AUA and Above) category. These accolades highlight Pathstone's excellence in delivering superior financial advisory and wealth management services, reinforcing its reputation as a leader in the industry.

Pathstone Federal Street's PathForward Process

Pathstone Federal Street offers a unique PathForward process as a preliminary assessment for potential clients. This complimentary service includes a thorough portfolio, estate, and tax analysis, providing prospective clients with valuable insights before committing to a full advisory relationship. The PathForward process reflects Pathstone's commitment to transparency and client-centric service, enabling clients to make informed decisions about their financial futures.

Pathstone Federal Street's Specialized Initiatives

Pathstone Federal Street offers specialized initiatives such as FuturePath, HerPath, and Impact to support different client needs. FuturePath focuses on educating the rising generation, providing a community of peers, and empowering them to actively participate in their family legacy. HerPath is dedicated to advancing women's financial knowledge, enabling them to make confident financial decisions. These initiatives reflect Pathstone's commitment to addressing the unique needs of various client demographics and fostering financial literacy and empowerment.