Follow us on  linkedin facebook twitter    New Support BASIC
BASIC thanks our affiliate members for their support.
To add your company to this list, please contact Sarah Smith, Membership Chair.

Warning

Error loading component: , Component not found.

Pathstone Federal Street

Pathstone Federal Street provides conflict-free investment consulting and wealth advisory services to a select group of clients, with particular focus on clients in transition, complex multi-generational families, and mission-oriented nonprofit organizations. Our subsidiary, Old North Advisors, provides comprehensive wealth management services on a discretionary basis. Our consulting and discretionary businesses both cater to high net worth individuals, nonprofit organizations, and foundations.

We currently oversee over $4 billion in client assets. Often our clients come to us at a transition point such as the sale of a business, the funding of a foundation, or the transfer of wealth from one family member/generation to another. For each client we design, implement, and manage a unique strategy to meet that client's specific goals.

Our services include:
  • Investment strategy and asset allocation policy
  • Investment manager selection and monitoring
  • Financial coordination with other advisors
  • Administrative support and reporting

Address

  • 24 Federal Street, 8th Floor
  • Boston
  • MA
  • 02110

Contact

  • 617 350 8999
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
Pathstone Federal Street

On the map

Fill in your address into the address field below the map and the shortest route will be calculated.