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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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Our Core Values & Guiding Principles
Curiosity
We are constantly exploring and learning so we can spark new ideas and turn them into best practices that can meet the changing needs of our client families.
Collaboration
We enjoy working together, exchanging knowledge, and sharing expertise that enables us to deliver an excellent client experience.
Innovation
Because change can be both a risk and a growth driver, we stay ahead of market trends and fast-changing technologies.
Integrity
We strive to align our interests with those of our families to ensure a client experience that is transparent, honest, reliable and trustworthy.
Excellence
We are always striving to improve and expand our capabilities and services to deliver the best possible long-term results for the families who put their trust in us.
A Century in the Making
Now, in our seventh generation and working with 125 families, we know the potential and pitfalls that come with building a legacy. Like many of the leading families we serve, we have been through our own wealth journey.
Our People
The tenure of our staff, the collaborative culture in which we work, and our commitment to delivering an exceptional Pitcairn client experience all contribute to our success as a family office. Our ability to attract and retain top talent from across our industry supports our efforts to continually innovate.
*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.