(PR-inside.com) The combination elevates Pathstone's position as the largest independent Registered Investment Advisor ("RIA") focused on serving ultra-high net worth ("UHNW") families, endowments, foundations & other similarly situated institutions. ENGLEWOOD, NJ / ACCESSWIRE / October 16, 2024 /Pathstone, a leading partner-owned advisory firm offering highly customized investment advice and comprehensive family office services, today announced it has agreed to acquire Hall Capital Partners, LLC ("Hall Capital") to further enhance its investment capabilities. A bi-coastal firm based in San Francisco and New York; Hall Capital is one of the longest-standing independent investment advisory businesses in the industry serving UHNW families, endowments and foundations. ..
Pathstone is a Massachusetts-based wealth management firm that offers services such as tax planning, financial advisory, and reporting for individuals and businesses.