Pathstone is a leading wealth advisory firm providing family office services and investment solutions. The organization cultivates innovation while balancing trust, modernity, and tradition. To better represent their brand’s innovative characteristics, they needed a facelift for their aging website.
For Pathstone, we wanted a website that would be reassuring and modern for their customers, establishing trust in their asset management. Additionally, the website was created as a tool for generating leads, connecting existing customers, and discovering new ones.
We needed the brand to feel like something that has traditional values – strong and robust – yet oriented towards the future. The brand is expressed through its font system, which employs a warm, humanist serif typography, combined with a geometric, modern font. A foundation of powerful blues and gold accents elevates the brand’s presentation and quality, while remaining true to its heritage.
As Pathstone clients are looking for a solid partner in managing their assets, we needed the brand to feel robust. We used clever architectural details reminiscent of the brand’s client identity to embody its image in a new corporate website.
The Pathstone methodology in wealth management involves providing key advice and recommendations to their clients. We designed the website navigation to help clients discover the brand, its products, services, and positive impact through various initiatives and professional insights. A personalized customer journey reveals itself through the Pathforward quiz, which helps customers better define their needs and Pathstone to acquire targeted and well-defined leads.
From its traditional heritage to today’s modern world, Pathstone has seen its share of innovative disruption. The website was designed to rethink how clients are onboarded and provided with on-the-go service.