Since Pitcairn’s founding in 1923, we have never deviated from our single mission: Sustaining generational wealth

Pitcairn is best known for combining the finest attributes of a legacy firm with those of an industry innovator. Our foresight and willingness to innovate keeps us pushing the boundaries of the family wealth industry for the benefit of our clients. Over the decades, our team has developed a deeply collaborative culture that prizes technical expertise balanced by a nuanced understanding of families.

Mission

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 families understand how to use wealth as a source of both individual strength and family connectedness. Our goal is to empower family members to be responsible stewards of their wealth and heritage.
  • Commitment.   Forming deep and long-lasting relationships with families as a whole, and individually with family members, allows us to truly understand a family’s needs and help to determine the most effective strategies for meeting them.