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.
Family Wealth Report, February 8, 2017 – Global markets have started strongly in 2017 but investors may find the reset of this year a difficult one, contrasting with how the previous year got off to a slow start only for certain markets such as global equities to conclude with a flourish, according to CIO Rick Pitcairn.Read More
February 1, 2017 – The highly unexpected US election results dominated investor sentiment and market results in the fourth quarter of 2016. Though we, like many others, expected a different outcome, we were correct in our comment that no matter who wins, the end of an election tends to ignite an optimistic relief rally. We have seen that in spades.Read More
As part of the annual Family Wealth & Investment Forum, Pitcairn hosted a roundtable discussion of several leading entrepreneurial thinkers. (Video)Read More
Presented by Opal Group March 1, 2017 New York, New York Speaker: Rebecca Meyer, Managing Director of Family Wealth Strategy Topic: Governance and Trusts: Planning for the Next...
Presented by Family Wealth Alliance February 7-9, 2017 Houston, Texas Speaker: Rebecca Meyer, Managing Director of Family Wealth Strategy Topic: Being Relevant to the Ever-Changing Needs of...