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

Pitcairn Supports #GivingTuesday 2014

After Black Friday and Cyber Monday Shopping, Philanthropic Spending Encouraged on #GivingTuesday Jenkintown, Pennsylvania (November 24,...

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Pitcairn Educational Resource Guide

Here’s a great resource if you’re looking for educational gifts to give this holiday season. Distributed at the annual Pitcairn Family Wealth & Investment Forum, we compiled a list of recommended books, games, websites and apps for adults, children, and families. Topics cover philanthropy and giving, investments, personal finance, and family wealth dialogues.

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Pitcairn Economic & Market Commentary Third Quarter 2014

Third quarter results really brought home the age-old truism that at some level, investment markets are always driven by fear and greed. This point was further reinforced as the fourth quarter got underway and the market experienced a period of extreme volatility, fueled by fear of a potential global Ebola pandemic.

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Upcoming Events

CFAP High Net Worth/Private Wealth Conference

Presented by CFA Society of Philadelphia December 4, 2014...

Responsible Online & Cell Phone Communication

Presented by IROC2 November 23 & 24, 2014 Bethesda,...

Transitions West 2014

Honoring the Past and Securing the Future of the Family...

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