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Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Pitcairn, a leading family office that recently celebrated its 100th anniversary, is pleased to announce a strategic partnership with Temperance Partners, a private investment firm backed by single family capital with a long-term orientation. This partnership and investment positions Pitcairn for continued organic and inorganic growth, as well as future investments in technology, talent, and unique family office client experiences.
Temperance Partners has chosen to invest in Pitcairn because of its uniquely valuable culture and success in creating lasting legacies for client families. With this investment, Temperance Partners becomes a minority shareholder and looks forward to working with Pitcairn in the decades ahead, while the Joseph D. Sorbara family becomes a client and aligns itself with an industry-leading family office.
Commenting on the partnership, Pitcairn President & CEO Andrew Busser said: “We have known Temperance Partners for years and we are thrilled to welcome them as partners in our family office. Their confidence in Pitcairn reflects our shared commitment to delivering an exceptional client experience and empowering our multigenerational clients to build meaningful legacies. Our partnership with Temperance marks a pivotal moment in Pitcairn’s 100-year history, positioning us for even greater success and ensuring that we continue to set the standard for what a family office can be.”
Pitcairn, with its rich legacy as a Shared Single-Family Office™ and approximately $7 billion in assets under advisement, as well as Temperance Partners and the Joseph D. Sorbara family office, all share a commitment to the principles of integrity, transparency, and client-centric service. This investment reinforces our consummate dedication to helping families maintain their Wealth Momentum® across generations.
Temperance Partners brings a long-term investment approach, prudent financial stewardship, invaluable experience in the wealth sector, and a strategic vision that aligns seamlessly with Pitcairn’s objectives. As part of this new partnership, Kevin Tice, Paul Sorbara (observer), and Jason Seltzer of Temperance Partners have joined Pitcairn Financial Group’s Board of Directors.
About Pitcairn
Pitcairn’s unique Shared Single-family Office™ model provides unparalleled service to wealthy families and other family offices. With a heritage dating back to the firm’s founding in 1923, Pitcairn has a long-standing tradition of helping ultra-high-net-worth families navigate the complexities of wealth and plan for the future. The firm’s comprehensive services include investment advisory, wealth management, tax, trust and estate planning, risk management, accounting, and household-level financial services as well as family education and family governance support. The firm is headquartered in suburban Philadelphia, with offices in New York, suburban Washington D.C. and a presence in Florida.
About Temperance Partners
Temperance Partners is a private investment firm founded in 2011 to invest in financial services businesses with superior management teams that possess the unique strategic vision required to outperform in today’s financial markets. As Francis Bacon said: “The virtue of prosperity is Temperance,” a simple way to describe both the ethos and investment approach of Temperance Partners.