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Who We Are
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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What We Do
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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Elevating the Family Office Experience to a True Partnership
Our process is rooted in your family's history, perspective, and wealth structure. Through in-depth conversations and document review processes, we establish a framework and detailed plan for guiding your family through the successions and transitions that shape the trajectory of all multigenerational successful families.
Trusts & Estates
Our signature estate planning approach provides advice and trustee services that result in clear and consistent plans across multiple generations.
Tax
From innovative tax strategies to compliance and filings, we take care of everything so you can keep more of what you make.
CFO Services
We offer best-in-class tools and techniques that ensure an accurate and timely reporting of your family's total wealth.
Insurance & Risk Management
From insuring people and property to secure recordkeeping, we provide tailored advice focused on minimizing risk.
Philanthropy
We help you explore different pathways that can clarify your giving intentions and maximize your impact.
The Art of Exceptional Relationship Management
When you or your family become a client, you can count on your Pitcairn Relationship Manager to provide guidance on investment strategies, asset allocation, and financial planning to help you achieve your ultimate objectives. Our Relationship Managers are adept at uncovering and understanding both your financial capital and human capital goals in order to provide personalized advice.
Do You Have An Existing Single Family Office?
Pitcairn also works with existing single family offices. We can help assess your current practices and recommend ways to improve your investments, accounting and operation controls, technology and governance practices.
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. 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 web site) per the terms and conditions of a separate engagement and fee.