We are excited to share that Willow Street has entered into an agreement to combine with Pathstone, an independently operated, partner-owned multi-family office serving families, family offices, and foundations and endowments. Please see our joint press release here.
In conversations leading up to the agreement, it quickly became evident that our firms’ values and cultures are very much aligned — specifically our deep commitment to our client families, advisor relationships, and team members. Our firms each bring unique skills and knowledge to the table that will continue uninterrupted with current leadership and service teams, while at the same time creating something that truly does not yet exist in the industry.
If you have any questions, please reach out to your primary contact at Willow Street. We look forward to supporting our client families and future generations with an even stronger business.