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.
Philly.com, July 28, 2015 – What’s the best defense? “A disciplined, diversified portfolio is the best protection,” says Rick Pitcairn, chief investment officer of Pitcairn.Read More
July 7, 2015 – As the debt situation in Greece took a surprising turn over the July 4th weekend, we thought it would be a good idea to update you on our view of recent events and how circumstances might evolve over the next few weeks.Read More
As we pass through the prime gift-giving season, we thought you might benefit from a refresher on federal tax rules. You will still need to consult with your tax advisor and review the rules in your own state, but this summary will give you some idea of the available options and limits of gift-giving.Read More
Presented by Family Office Exchange July 21-22, 2015...
Presented by Family Office Exchange July 20, 2015 Chicago,...
Presented by The Family Wealth Alliance July 16, 2015 New...