Who We Are
For six generations we have lived, learned and refined the concept of family wealth management.
What We Do
We help families achieve their most important ambitions and preserve the family heritage they treasure.
As a leading multi-family office, Pitcairn is recognized as an industry innovator and pioneer.
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.
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.Read More
Jenkintown, Pennsylvania (June 17, 2015) – Pitcairn, an innovator and leader in the family office industry, announces the appointment of Eric W. Gaul, CFA, CFP®, CPA as chief financial officer (CFO), responsible for directing Pitcairn’s overall financial strategy.Read More
Pitcairn Family Council Chair Andrew Pitcairn and co-author Joshua Nacht, PhD look at the evolution of family cohesion across generations.Read More
Presented by Financial Research Associates June 8-9, 2015...