Taking Care of the Day-to-Day

Our administrative services are designed to help your manage the complexity that comes with mulit-generational wealth by ensuring that the day-to-day work is taken care of efficiently and with careful attention to detail. We can provide you with one service or a full spectrum of administrative and reporting services:

• Personal Accounting and Budgeting: Includes bill paying and the management of expenses for multiple properties
• Administration and Accounting: Extends to multiple entities in your familiy’s wealth structure, including foundations and family limited partnerships
• Tax Compliance: Provides individuals, partnerships, trusts and foundations with the benefits of integration that accrue when everything is done under one roof
• Consolidated Investment and Financial Reporting: Gives you a snapshot of your entire wealth structures, aggregating assets held by Pitcairn and all other advisors and businesses