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

Ivory Regulations Create New Challenge for Estate Planning

For many owners of antique ivory items, the uncertainty surrounding regulations and the future treatment of ivory items is unsettling. We asked Patricia Atwood, founder of Timely Antique Appraisals, to share what she has learned about the status of ivory regulations and how it may affect families.

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Finding the Clarity, Courage, & Confidence to Leverage Top Talent

Pitcairn and The Corporate Greenhouse have co-written a case study that validates why talent planning and business planning are equally important and interdependent. Learn how Pitcairn’s CEO is transforming a 90-year-old family business into a high-performing multi‑family office with increased profitability, streamlined processes, and happier employees.

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Pitcairn Update on PIMCO

October 2, 2014 – As media coverage continues to focus on the outflows of the PIMCO bond funds, we want share CIO Rick Pitcairn’s comments on the events.

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Upcoming Events

Transitions West 2014

Honoring the Past and Securing the Future of the Family...

DVFBC Forum: Clarity and Values on the Multi-Gen Journey: Herschend Family Enterprises

Presented by Delaware Valley Family Business Center...

2014 FOX Fall Forum

Presented by Family Office Exchange October 28-30, 2014...

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