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

Family Wealth Conversations: ‘Tis Better to Give with Tax Laws on Your Side

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.

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Pitcairn Names Eric Gaul CFO

Jenkintown, Pennsylvania (June 17, 2015)Pitcairn, an innovator and leader in the family office industry, announces the appointment of Eric W. Gaul, CFA, CFP®, CPA as chief financial officer (CFO), responsible for directing Pitcairn’s overall financial strategy.

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Beyond “Cohesion:” Why Terminology Must Evolve through the Generations

Pitcairn Family Council Chair Andrew Pitcairn and co-author Joshua Nacht, PhD look at the evolution of family cohesion across generations.

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Upcoming Events

FRA SFO Wealth Operations & Performance 2015

Presented by Financial Research Associates June 8-9, 2015...

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