Focus on What Is Most Important to You
Focus on What Is Most Important to You We simplify the complexity that exists where family and wealth intersect
What We Do
We Deliver Better Outcomes Measured year-to-year, decade-to-decade, and generation-to-generation
Defining What It Means to Serve Families
Defining What It Means to Serve Families An exceptional client experience
A True Family Office and Multi-Generational Firm
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.
- Investments: Innovative, Long-term and Disciplined
- Integration: Tying the Big Picture to the Day-to-day
- Culture: Client-first Commitment
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.Read More
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.Read More
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.