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

Family Wealth Conversations: The Role of Prenuptials

“The Role of Prenuptials” explains the basics of this highly sensitive document and helps families think about pre-marital financial planning in an informed, straightforward, and respectful manner.

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Overlay Portfolio Management: It’s Not What You Make, but What You Keep that Matters

Pitcairn is among the first in the financial industry to apply a sophisticated portfolio overlay, our Tax Optimization Program, to help protect client investments from tax erosion.

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Pitcairn Wins Family Wealth Report Award for Best Client Initiatitive

Jenkintown, Pennsylvania (March 17, 2015)Pitcairn, a leading family office, received top honors in the family office category for Client Initiative at the second annual Family Wealth Report (FWR) Awards 2015 held in New York on March 12, 2015. The award acknowledged Pitcairn’s innovative technology and client web deliverables.

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Upcoming Events

Transitions East 2015

Presented by Family Business Magazine March 25-27, 2015...

2015 Fusion Collaboration

Presented by Purposeful Planning Institute March 19-20,...

FOX MFO Council

Presented by Family Office Exchange March 18-19, 2015 New...

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