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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Western State Bank is a 114 year old employee-owned, community bank with assets totaling approximately over $830 million. The bank offers superior full-banking services, investments, real estate financing to personal and business customers, as well as nationwide equipment financing services. Western State Bank`s bank locations are located in the North Dakota communities of Devils Lake, Towner, West Fargo and Fargo, and in the Arizona communities of Casa Grande, Chandler, Scottsdale and Sun City. Western is rated a 5-Star Superior Rated Bank by Bauer Financial. Western is dedicated to the communities in which it serves and is proud to donate monetary as well as employees` volunteer time to many organizations. Western State Bank is a Member FDIC and Equal Housing Lender institution.
Orange Bank of Florida is a Orlando, FL-based company in the Financial Services sector.
Feliciana Bank & Trust Company is a Clinton, LA-based company in the Financial Services sector.
Meeting the financial needs of our customers by providing appropriate financial solutions is the core of our service philosophy at F&M Trust. We are a community bank offering personalized service for over 100 years. As we grow and expand into new communities, we remain focused on meeting the needs of the community, its families and its businesses. If you`re currently an F&M Trust customer, we certainly appreciate your business and hope that you will continue to look to us for Financial Solutions to meet your needs. If you have not yet experienced F&M Trust, we encourage you to visit our nearest community office or give us a call...we look forward to the opportunity.