Who We Are
For six generations we have lived, learned and refined the concept of family wealth management.
What We Do
We help families achieve their most important ambitions and preserve the family heritage they treasure.
As a leading multi-family office, Pitcairn is recognized as an industry innovator and pioneer.
The Accumulation of Wealth Creates Both Rare Opportunities and Imposing Challenges
Family members contend with a host of responsibilities ranging from:
- Managing their investments, to monitoring their estate and tax plans;
- Coordinating tax returns and philanthropic giving
- Keeping up with constant flow of paperwork.
Helping families address these unique needs is the raison d’être of Pitcairn. Our long experience as a family office enables us to not only help families manage the day-to-day, but also help them see around corners, anticipating and preparing for well thought-out transitions that are the hallmark of successful families.
After Black Friday and Cyber Monday Shopping, Philanthropic Spending Encouraged on #GivingTuesday Jenkintown, Pennsylvania (November 24,...Read More
Here’s a great resource if you’re looking for educational gifts to give this holiday season. Distributed at the annual Pitcairn Family Wealth & Investment Forum, we compiled a list of recommended books, games, websites and apps for adults, children, and families. Topics cover philanthropy and giving, investments, personal finance, and family wealth dialogues.Read More
Third quarter results really brought home the age-old truism that at some level, investment markets are always driven by fear and greed. This point was further reinforced as the fourth quarter got underway and the market experienced a period of extreme volatility, fueled by fear of a potential global Ebola pandemic.Read More
Presented by CFA Society of Philadelphia December 4, 2014...
Presented by IROC2 November 23 & 24, 2014 Bethesda,...
Honoring the Past and Securing the Future of the Family...