Pathstone completed the acquisition of Willow Street Group.

Pathstone, a New Jersey-based independent investment advisory firm, completed the acquisition of Willow Street Group, a Wyoming based trust company servicing ultra-high-net worth clients. Financial terms were not disclosed. “By agreeing to join as a sister company to Pathstone, Willow Street’s six partners made a strategic decision to further strengthen our mission of supporting families as they leave legacies for future generations through the passing down of experiences, wisdom, and gifts. Pathstone’s breadth and depth of services complements our own and enhances our ability to meet the growing needs of our clients over multiple generations. Our firms each bring something unique to the table that will continue uninterrupted with current leadership and service teams, while at the same time creating something that truly does not yet exist in the industry,” Phillip Harrington, Willow Street Chairman and CEO.