{"source":"Breaknorm","page":"https://breaknorm.co/company/pathstone.com","license":"https://breaknorm.co/terms","domain":"pathstone.com","name":"Pathstone","legal_name":"Pathstone","country":"US","country_second":"CA","city":"Englewood","admin1":"New Jersey","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Pathstone is a wealth advisory firm that provides investment strategy, tax planning, estate and trust services, and family governance for individuals, families, family offices, and institutions. Its offerings include portfolio management, liquidity and cash flow planning, philanthropy-aligned investing, business transaction advisory, and personal CFO services. It serves multigenerational families and privately held companies managing their financial and personal affairs.","offerings":["strategic financial planning & modeling","liquidity & cash flow planning","insurance, risk & cybersecurity","trust administration & governance","personal CFO & financial operations","dissolution services","health & global care planning"],"target_customers":["individuals & families","family offices","institutions","individuals and 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