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

A Look at the Proposed Tax Legislation

Pitcairn Update, December 14, 2017 – There have been a multitude of articles, discussions, and opinions about the House and Senate tax overhaul bills. Until now, we have not weighed in on the various proposals due to the high level of uncertainty about what may be included in the final bill. But this week there appears to be significant movement within the conference committee which leads us to believe that tax reform is very close to becoming a reality. With that in mind, we sat down with our Director of Tax, Matthew R. Hilbert, CPA/PFS for a brief Q&A.

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The Fundamental Elements of Wealth Momentum™

December 7, 2017 – For wealthy families, smart investment management matters. But to maintain wealth over generations, it’s not the only thing that matters. Achieving Wealth Momentum™ – The positive interplay of both family and financial dynamics – requires a foucs on three key components that all successful families recognize: Innovation, Integration, and Communication. Research shows that htese fundamental elements allow families to successfully pass on their wealth to the next generation.

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Pitcairn Employees Embrace #GivingTuesday 2017

Jenkintown, Pennsylvania (November 28, 2017) – Pitcairn, an innovator and leader in the family office industry, is expanding its employee-led #PitcairnGivesBack initiative by continuing the company’s annual support of the #GivingTuesday movement.

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