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We help make your life simpler and easier by ensuring that you have the proper resources and support.

Our administrative services are designed to help your manage the complexity that comes with multi-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 family’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.