Pathstone Family Office, LLC

Overview

Pathstone Family Office, LLC is a privately held registered investment adviser serving individuals, families, family offices, and institutions through an integrated advisory platform. The firm is listed in the SEC’s Form ADV system under CRD number 151736 and SEC number 801-70776.¹¹²

History

Pathstone was founded in 2010 by former Harris myCFO executives.²

Leadership

Matt Fleissig is Pathstone’s CEO and co-founder. Allan Zachariah is a co-founder and Co-Chairman. The current team page lists Rahul Agrawal as President and Chief Investment Officer of Concentric Innovation and Eric Alt as Co-CIO.⁹¹⁰¹¹

Services

Pathstone provides strategic financial planning, investment management, portfolio management, liquidity planning, insurance and risk planning, tax strategy, estate and trust planning, family governance, philanthropy, business advisory, property management, personal CFO support, and health and global care planning.⁵

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Risk and insurance

Client Focus

The firm describes its clients as multigenerational families, family offices, foundations, endowments, and other institutions with significant financial complexity.⁶

Approach

Pathstone’s investment platform uses a global manager network, customized implementation, open architecture, research and diligence, thoughtful allocation, and risk analysis. Each client receives a senior-led team supported by a 40+ person investment team, including 10 managing directors averaging 20+ years of experience and a single investment committee.⁷⁸

Assets and Team

Pathstone reports 775+ team members, including affiliates, as of December 31, 2025. It reports $185B+ in aggregate assets as of December 31, 2025, comprising $125B for Pathstone Family Office LLC and $62B for affiliate firms.³⁴

FAQs

Related resources

• LocationMultifamily offices in Atlanta

  The Atlanta multifamily office guide helps readers compare firms serving families and business owners in the region. It provides context for evaluating services such as investment management, financial planning, tax planning, philanthropy, governance, education, and insurance before contacting a provider.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and estate planning topics. Readers can use these materials to clarify questions about wealth transfer, family governance, and tax planning when assessing whether an integrated advisory relationship fits their family or business circumstances.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its articles can help readers understand family office structures, governance, education, and investment oversight before comparing an integrated platform with other advisory arrangements.

• GuideOutsourced CIO vs multifamily office

  The outsourced CIO versus multifamily office guide explains how these two arrangements differ in investment oversight, coordination, and family support. It can help a family or business owner decide whether investment management alone is sufficient or whether planning, tax, philanthropy, governance, and risk services should be considered together.

• Similar firmsBT Family Office
  HB Wealth
  Bison Wealth

  Profiles of BT Family Office, HB Wealth, and Bison Wealth give readers additional firms to review on MultifamilyOffices.com. Comparing their stated client types and service categories with Pathstone's focus can help a family or business owner prepare specific questions about investments, planning, governance, philanthropy, and insurance.

Sources

1. Pathstone About Us
2. Pathstone Wants to Build the Family Office of the Future
3. Pathstone
4. Pathstone
5. Pathstone
6. Pathstone About Us
7. Pathstone
8. Pathstone
9. Matt Fleissig
10. Allan Zachariah
11. Pathstone People
12. SEC Form ADV, CRD 151736

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.