Pitcairn | Helping families achieve their most important ambitions and preserve the family heritage they treasure.

A True Family Office and Multi-Generational Firm

A comprehensive approach to sustaining families and their wealth

We recognize that all the pieces of your financial life are interwoven, which makes things complicated. We cut through this complexity so that you can stay a step ahead.

  1. Investments: Innovative, Long-term and Disciplined
  2. Integration: Tying the Big Picture to the Day-to-day
  3. Culture: Client-first Commitment

Recent News

Pitcairn Wins Multi-Family Office (Client Initiative) & Women in Wealth Management at 2018 Family Wealth Report Awards

Jenkintown, Pennsylvania (March 13, 2018) – The awards demonstrate Pitcairn’s commitment to providing the highest quality client experience.

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Tax Reform 2018: How Different Types of Taxpayers Will Be Impacted

March 2018 – As this year’s tax day approaches, many people will already be looking ahead to next year when the new tax law will be in effect. Pitcairn takes a closer look at how the tax reform will impact a few different types of taxpayers.

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Wealth Momentum: The New Framework for Multi-Generational Success

March 2018 – In many cases, succession plans and eventual wealth transfers fail due to a fundamental misunderstanding of a key element inherent in successfully managing wealth. That element is wealth momentum—the positive interplay of both family
and financial dynamics.

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