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

In Likely Event of Interest-Rate Raise, Diversity is Best Protection

Philly.com, July 28, 2015 – What’s the best defense? “A disciplined, diversified portfolio is the best protection,” says Rick Pitcairn, chief investment officer of Pitcairn.

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Greece Surprises; Poses Little Long-term Threat to Momentum of Global Economies & Markets

July 7, 2015 – As the debt situation in Greece took a surprising turn over the July 4th weekend, we thought it would be a good idea to update you on our view of recent events and how circumstances might evolve over the next few weeks.

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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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Upcoming Events

FOX Financial Executives Forum

Presented by Family Office Exchange July 21-22, 2015...

FOX Financial Executive Council

Presented by Family Office Exchange July 20, 2015 Chicago,...

Alliance Regional Event

Presented by The Family Wealth Alliance July 16, 2015 New...

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