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

Data Architecture: A Tool Well Worth the Investment

Pitcairn and Oakbrook Solutions have co-written a case study about Pitcairn’s technological journey over the past 15 years and how its investment in data architecture has helped the family office achieve its vision of providing customized and flexible information to its clients. Pitcairn’s experience demonstrates how an effective data architecture strategy can help family offices alleviate the challenges that they face, deliver a solution to meet business requirements and significantly improve the overall client experience.

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Economic & Market Commentary Second Quarter 2014

World Cup fever spiked as the second quarter drew to a close and, though the fever’s now waning, I have to admit that I, a Texan who grew up not on soccer, but on American football, was caught in its throes. As I watched the various matches, I found myself noticing how the World Cup connected people from so many different countries. More importantly, I reflected on the fact that this was just one example of how we are increasingly interconnected with our fellow humans from around the globe.

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Smart Travel Means Safe Travel

Pitcairn Update, July 2014
With summer being the height of the travel season, Pitcairn offers safety and awareness tips to travelers as they plan their next family vacation or business trip around the globe.

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Upcoming Events

FFI Global Conference 2014

Presented by Family Firm Institute Family Enterprise:...

Financial Times Investment Management Summit

Presented by Financial Times October 7, 2014 Speaker: Alan...

DVFBC Best Practices Forum: Transitioning to Non-Family Leaders

Presented by Delaware Valley Family Business Center...

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