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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 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.
Disclaimer: Pitcairn Wealth Advisors LLC (“PWA”) is a registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Additional information about PWA, including our registration status, fees, and services is available on the SEC’s website at www.adviserinfo.sec.gov. This material was prepared solely for informational, illustrative, and convenience purposes only and all users should be guided accordingly. All information, opinions, and estimates contained herein are given as of the date hereof and are subject to change without notice. PWA and its affiliates (jointly referred to as “Pitcairn”) do not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether referenced or incorporated herein, and takes no responsibility thereof. As Pitcairn does not provide legal services, all users are advised to seek the advice of independent legal and tax counsel prior to relying upon or acting upon any information contained herein. The performance numbers displayed to the user may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future. Past investment performance is not indicative of future results. The indices discussed are unmanaged and do not incur management fees, transaction costs, or other expenses associated with investable products. It is not possible to invest directly in an index. Projections are based on models that assume normally distributed outcomes which may not reflect actual experience. Consistent with its obligation to obtain “best execution,” Pitcairn, in exercising its investment discretion over advisory or fiduciary assets in client accounts, may allocate orders for the purchase, sale, or exchange of securities for the account to such brokers and dealers for execution on such markets, at such prices, and at such commission rates as, in the good faith judgment of Pitcairn, will be in the best interest of the account, taking into consideration in the selection of such broker and dealer, not only the available prices and rates of brokerage commissions, but also other relevant factors (such as, without limitation, execution capabilities, products, research or services provided by such brokers or dealers which are expected to provide lawful and appropriate assistance to Pitcairn in the performance of its investment decision making responsibilities). This material should not be regarded as a complete analysis of the subjects discussed. This material is provided for information purposes only and is not an offer to sell or the solicitation of an offer to purchase an interest or any other security or financial instrument.