Pathstone has also added 16 new offices and 335 staffs into its portfolio. Credit: adamr from Pixabay.

Pathstone, a partner-owned advisory firm offering family office services, has merged its business with American trust and fiduciary services provider Willow Street.

Based in Jackson, Wyoming, Willow Street is an independent, partner-owned firm.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

The newly merged entity will cater to the multigenerational families based on their requirements.

It will also offer several solutions, including tailor-made trustee and fiduciary services, to its clients.

The merged entity will have nearly $75bn in assets under administration (AUA).

Pathstone has also added 16 new offices and 335 staffs into its portfolio, through the merger.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Furthermore, Willow Steet’s six partners will join Pathstone as shareholders and will retain their existing leadership positions at Willow Street.

Willow Street chairman and CEO Phillip Harrington Jr will continue to serve in his role and will become a member of executive leadership team at Pathstone.

Willow Street will keep on offering trust and fiduciary services to remain a fiduciary service firm in future.

Pathstone CEO Matthew Fleissig said: “As Pathstone continues to grow and evolve, we constantly strive to perfect our client experience and meet the multigenerational promise that we make to each family.

“The ability to provide trust services has been a clear need and is a necessary piece of the puzzle.

“Pathstone and Willow Street have incredible cultural alignment, and together we are forming the preeminent multi-family office in the industry.”

In July this year, Pathstone announced a deal to purchase Virginia-based Dyson Capital Advisors.