The acquisition gives Pathstone, an independently operated and partner-owned multigenerational family office based in Englewood, N.J., up to $22 billion in total advisory assets.
“Price Wealth’s service model, culture, and clients aligned perfectly with Pathstone’s mission and core values,” said Matt Fleissig, president of Pathstone, in a statement.
Both firms service high-net-worth and ultra-high-net-worth individuals, families and private foundations.
"My partner, Susan Wittliff, and I believe this combination is in the best interests of both our clients and our employees," said Eric Price, founder and chief investment officer of Price Wealth. "For clients, Pathstone offers cutting-edge technology, additional options for our investment program, and even more robust family office services for our clients. We believe this combination will help us honor our pledge to oversee our clients' financial affairs for many generations to come. For our employees, Pathstone provides additional opportunities for growth and greatly enhances our ability to attract and retain talent."
Colchester Partners, a banking team, advised Price Wealth in the transaction. Pathstone did not disclose the financial terms of the acquisition.
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