#United States #Englewood #Family Wealth Report #Pathstone Company #Willow Street

Pathstone Celebrates Major Honors at Family Wealth Report Awards 2025

On May 13, 2025, Pathstone, a leading advisory firm for ultra-high net worth families, received several prestigious awards at the Family Wealth Report Awards. This event, marking the firm's 15th anniversary, highlighted Pathstone's commitment to excellence in providing family office services and insightful investment advice.

Recognized Achievements

The awards reflect Pathstone's impressive growth and leadership within the industry. Noteworthy accolades include:
1. Best Multi-Family Office: Pathstone secured this title for firms managing over $15 billion in assets under management and administration. This recognition underscores the firm's ongoing dedication to delivering sophisticated and integrated wealth solutions tailored to the complexities of affluent families.
2. Best Fiduciary or Trust Services: Awarded to Willow Street, a Pathstone company specializing in fiduciary structures, this honor underscores the firm's high-quality service and professionalism. This marks the third occasion in four years that Willow Street has won this accolade, emphasizing its boutique approach and commitment to personalized service.
3. Lifetime Achievement Award: Steve Braverman, Pathstone's Founding Partner and Co-Chairman, received this prestigious award, honoring his significant contributions to the firm and the industry. Braverman's leadership has been instrumental in shaping Pathstone’s culture and service philosophy, focusing on multi-generational client relationships.

Matt Fleissig's Perspective

Matt Fleissig, CEO and Co-Founder of Pathstone, expressed pride in the firm's accomplishments, stating, “This level of recognition from Family Wealth Report highlights our growth story and our impact in the industry. Each of these awards is a testament to our vision, the people behind it, and our commitment to redefining family office services.” The awards not only celebrate the firm's achievements but also serve as a reflection of its unwavering dedication to innovation and excellence.

Awards Context

The Family Wealth Report Awards are judged by experts with extensive knowledge in wealth management, ensuring a rigorous selection process to identify industry leaders. In addition to the accolades, the firm faces competitive scrutiny, with awards judging based on various critical factors, including service quality and client satisfaction.

About Pathstone

Founded in 2010, Pathstone blends distinguished advisory service with the robust capabilities of a multi-family office. The firm focuses on ultra-high net worth families, offering a comprehensive suite of services that includes investment advisory, wealth management, tax planning, and lifestyle solutions. With offices throughout the United States, Pathstone’s mission is to empower clients to realize their long-term objectives while sustaining their legacies.

About Willow Street

Based in Jackson Hole, Wyoming, Willow Street specializes in providing fiduciary services to its clients, emphasizing responsive and relationship-oriented solutions. As they celebrate their 20th anniversary, Willow Street reaffirms its commitment to professional trustee services and guidance for Wyoming fiduciary structures.

Conclusion

Pathstone's recognition at the Family Wealth Report Awards not only reinforces its position as a leader in the field but also highlights the firm's continuous dedication to providing exceptional service to its clients. As they advance into their next chapter, both Pathstone and Willow Street set the standard for excellence in family office advisory services.

For more information, visit Pathstone's website and Willow Street's website.