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Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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What We Do
Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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The Faces of Our Expertise
By seamlessly integrating investment advisory, family office services, and family engagement, we provide a modern, elevated experience for multigenerational families.
Our Headquarters
Eight Tower Bridge
161 Washington Street, Suite 801
Conshohocken, PA 19428
Conshohocken, PA 19428
215.887.6700
Integrated, Not Isolated
Managing significant wealth is complex; we make it simple. Our Shared Single-Family Office® provides the integrated wealth strategy and professional guidance your family needs to thrive for generations.
Investment Advisory
We combine strategic asset allocation, disciplined manager selection, and ongoing oversight to manage risk, enhance returns, and align portfolios with your family's long-term priorities.
Family Office Services
We offer a coordinated approach that integrates financial reporting, cash flow management, and administrative oversight to simplify decision-making and provide a clear, holistic view of your family’s financial life.
Family Engagement
We facilitate communication, define shared purpose, and support educating the rising generation to prepare your family members for responsible wealth stewardship.
Family Governance
We can help your family establish good governance and decision-making structures, clarify roles, and build the knowledge needed to sustain wealth across generations.
Business Advisory
We advise on succession, liquidity planning, and governance, helping you align business decisions with personal wealth goals and position your family enterprise for long-term success and transition.
Trust & Estate Planning
We specialize in managing complex trust structures and can work closely with your existing advisors to implement estate plans that reflect your family’s intentions and adapt over time.
Tax Planning & Compliance
We identify opportunities, manage liabilities, and coordinate filings to enhance after-tax outcomes while maintaining full compliance.
Let’s Start the Conversation
We work with wealth creators and wealth owners nationwide. If you’re curious whether Pitcairn is the right advisor for you or your family, we invite you to schedule a no-obligation discovery call. Send us a message and we’ll be in touch.
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