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Since Pitcairn’s founding in 1923,
we have never deviated from our single mission: Sustaining generational
wealth.
For over six generations, we have lived, learned and refined the concept of family
wealth management. It’s in our DNA. The spirit instilled by our founders
continues to be reflected in our work with multi-generational families.
- Integrity. Our
reputation is our most valuable asset. We hold ourselves accountable
to the highest level of integrity and seek like-minded clients.
- Objectivity. As
an owner-operated firm with a 100% open architecture investment
approach, we are uniquely aligned with our clients’ needs for
objective advice. Good advice addresses short-term needs while
maintaining a focus on long-term goals.
- Empowerment. We
believe that success for families of wealth requires working
at the intersection of wealth and family. We focus not only on
achieving targeted financial results, but also on helping your
family understand how to use wealth as a source of both individual
strength and family connectedness. Our goal: To empower the members
of your family to be responsible stewards of their wealth and
heritage.
- Commitment. Forming
deep and long-lasting relationships with your family as a whole,
and with individual family members individually, allows us to
truly understand your family’s needs and help to determine the
most effective strategies for meeting them.
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