Inside the $185 Billion Multi-Family Office | Simon Krinsky, Pathstone

Pathstone is a partner-owned multi-family office with more than $185 billion in aggregate assets. Simon oversees its New York and San Francisco offices. Previously, Simon was a Managing Partner at Hall Capital Partners, which combined with Pathstone in 2024, and began his career at Goldman Sachs. Learn more about Simon and Pathstone below:   / simonkrinsky   https://pathstone.com/people/simon-kr... https://pathstone.com Subscribe to Deepwell: https://deepwellco.substack.com Timestamps 0:00 Intro 0:45 From South Africa to Philadelphia 4:09 Economics at Amherst 6:12 Starting on Goldman's convertibles desk 10:09 Private wealth in San Francisco 13:09 Why he joined Katie Hall 15:48 Why Hall combined with Pathstone 19:15 Investment firm vs family office 20:39 Running one firm, not regional businesses 23:12 Why Willow Street stays independent 25:27 Working alongside single family offices 28:26 Why open architecture builds trust 29:25 Building 15-year client relationships 31:29 Their 40-person research team 33:18 Moving fast on co-investments 35:12 How Pathstone picks its acquisitions 37:12 What they look for in a manager 39:05 The path to a trillion-dollar firm #familyoffice #wealthmanagement #OCIO