July 24, 2014 7:09 AM ET

Capital Markets

Company Overview of Pathstone Family Office, LLC

Company Overview

Pathstone Family Office, LLC, a wealth management organization, provides financial management and customized investment services to high net worth clients and their multi-generational families in the United States. It leads, informs, educates, and advises private family clients by delivering various wealth management services and solutions, such as supervising various aspects of the asset allocation, including manager and product selection, monitoring and due diligence, reporting, and the review and reconsideration of investment goals. It also provides specialized solutions, such as succession planning, M and A consultation, trust alignment, investment consolidation, and planning services, a...

285 Grand Avenue

5 Patriot Centre

Englewood, NJ 07631

United States

Founded in 2009





Key Executives for Pathstone Family Office, LLC

Co-Founder and Managing Director
Co-Founder and Managing Director
Principal of the Risk Management Group
Managing Director
Compensation as of Fiscal Year 2014.

Pathstone Family Office, LLC Key Developments

Pathstone Family Office, LLC Expands to Southwest Florida; Tamara Surratt to Becomes Managing Director of Company's Location at Coconut Point

Pathstone Family Office, LLC has expanded to Southwest Florida through its integration with Legacy Family Office in the Naples, Fla., area. Effective Jan. 1, 2013, the company announced that the Legacy Family Office team has joined the company. This expands the company's national market to three strategic locations, including Fort Lee, N.J., Atlanta and Naples, Fla. The compnay's Naples-area location is at 23160 Fashion Dr., Suite 227. Legacy Family Office, Llc announced that Tamara Surratt, becomes managing director of the Pathstone Family Office, LLC's location at Coconut Point in Bonita Springs, just north of Naples.

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