Pitcairn | Helping families achieve their most important ambitions and preserve the family heritage they treasure.

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.

Recent News

Alternative Investments Critical to Success of Family Office Portfolios, Pitcairn CIO Says

Jacksonville, Florida (April 20, 2015) – Looming US interest rate hikes combined with uncertainty about an aging bull market make hedge fund and private equity investments critical to the long-term success of diverse family office portfolios, Rick Pitcairn, Chief Investment Officer of Pitcairn, one of the world’s leading family offices, told an audience of investment advisors at the Wealth Management Insights Summit on April 20, 2015.

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Vonnegut: Are Clients Getting What They Want?

Wall Street Journal, April 2, 2015 - President & CEO Leslie Voth and Managing Director Rebecca Meyer speak to WSJ columnist Norb Vonnegut about how Pitcairn helps multi-gen families facilitate discussions and education around family wealth.

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Leslie Voth Contributes to Family Offices: The STEP Handbook for Advisers

Pitcairn’s CEO Leslie Voth contributes her expertise on the life cycle of the family office in the new book, Family Offices: The STEP Handbook for Advisers.

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Upcoming Events

FOX Wealth Advisors Forum

Presented by Family Office Exchange April 27-29, 2015...

DVFBC Forum: A Family’s Journey of Pain & Prosperity

Presented by Delaware Valley Family Business Center April...

WMI Summit

Wealth Management Insights Summit April 19-21, 2015 Ponte...

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