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As families of significant wealth have
come to appreciate, the accumulation of wealth creates both rare
opportunities and imposing challenges. Family members contend with
a host of responsibilities, ranging from monitoring their estate
and tax plans to managing their investment strategy, ongoing manager
due diligence and investment opportunities, from coordinating yearly
tax returns and philanthropic gifting to keeping up with the constant
flow of paperwork.
Helping families address these unique needs is the raison d’être of Pitcairn.
As a family office, we deliver objective advice and customized
services including:
- Comprehensive planning - We develop personalized
solutions across estate and tax, investments, risk management,
business succession, philanthropy, education and governance,
cash flow and budgeting to meet your short and long-term goals.
We work with families to implement their plan and proactively
monitor and adjust it over time.
- Investment advisory - We deliver sophisticated
investment advice and implementation using a cutting-edge,
open architecture investment offering, designed to meet the needs
of taxable families.
- Education
and governance - We help families integrate effective
decision-making into every aspect of their wealth structure and
facilitate the transfer of both family assets and family values
from one generation to the next.
- Fiduciary and administration - We take care of the
day-to-day demands that significant wealth can impose by providing
support in trust services, administration and reporting.
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