Summer Advisory Internship

About the role

Are you ready to embark on a journey that will shape your career and make an impact? Seize the opportunity to turn your experience into a fulfilling profession! Our Advisory Intern Program is designed to immerse you in the world of family office services through the lens of our Client Advisory team. To deepen your understanding of the full client experience, this internship includes exposure to several key departments, such as Investment Research, Client Operations, and Professional Services, each playing a vital role in how we serve our clients. These opportunities provide a deep understanding of Pathstone’s business and an opportunity to learn from leaders across departments. Guided by our Distinctive Character, we are committed to delivering moments that matter to our clients while nurturing the next generation of Pathstone leaders.

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than