On December 1, 2022, Pathstone Family Office LLC announced that it acquired Willow Street Group.
Under the terms of the transaction, Pathstone Family Office LLC (“Pathstone”) combined with Willow Street Group (“Willow Street”). Willow Street’s six partners will become Pathstone shareholders and maintain their current leadership positions at Willow Street. Combined Pathstone and Willow Street advise over $75 billion in client assets under administration. Further terms of the deal were not disclosed.
Pathstone, based in Englewood, New Jersey, is an investment advisory firm. Pathstone has approximately $40 billion in assets under advisement. Mergers and acquisitions advisory firm, Republic Capital Group, provided exclusive investment banking services to Pathstone.
Willow Street, based in Jackson, Wyoming, is a trust and fiduciary services provide for high net worth individuals and families. Willow Street oversees approximately $35 billion in client assets under administration.
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