Stress Less. Live More.
For more than 100 years, Pitcairn has helped multigenerational wealthy families and existing single family offices thrive. We grow portfolios and people, helping families navigate the individual, interpersonal, and institutional challenges that come with wealth. We imagine a world where every family and its members can think bigger, stress less, and live more.
Wealth Momentum®
Wealth Momentum®, our experience-based family office model, delivers at the intersection of family and wealth—creating better outcomes. Through an unwavering focus on innovation and integration of investment advisory, family office services, and family engagement, we elevate the family office experience for our multigenerational client families.
Excellence, Recognized.
Honored among the industry’s elite wealth management firms, Pitcairn brings an enduring commitment to helping families navigate complexity and build lasting legacies.
**Please note limitations: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Pitcairn does not serve as an attorney, accountant, or insurance agent. Pitcairn does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, Pitcairn can provide tax preparation services as discussed in Pitcairn’s written disclosure brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.