Important Disclosure InformationPrivacy PolicyForm CRS
What We Do

One Team to Manage your Family's Wealth

Investments, planning, trusts, governance, and the family conversations that hold it all together. Pitcairn brings these under one roof, coordinated by a relationship manager who knows your family and works to keep every part moving in the same direction.

Start a Confidential Conversation
Banner Graphic Banner Graphic Banner Graphic Banner Graphic Banner Graphic

Get to Know Our Shared Single-Family Office®

A single-family office gives one family complete control and complete cost. A traditional multi-family office spreads cost across many families and dilutes attention along with it. Pitcairn’s Shared Single-Family Office® takes a different path. Each family works with a dedicated relationship manager and a small group of specialists assigned to them, drawing on infrastructure, technology, and expertise that no one family would build alone.

The practical effect is that your family gets the attention of a private office and the depth of a firm that has served families of wealth since 1923.

Learn More

Five Disciplines, One Coordinated Approach

Most families come to us with one pressing need. What they stay for is the coordination. Our five practice areas share a single relationship manager and one view of your family’s complete financial picture, so a decision in one area accounts for its effect on the others.
Investment Advisory

Our investment approach is conflict-free and built around your family’s intent to sustain wealth across generations. We manage the portfolio, and we manage it in the context of everything else happening in your family’s financial life.

Learn More
Family Office Services

Our Shared Single-Family Office® pairs the personal attention of a boutique firm with the reporting, technology, and specialist expertise that families of significant wealth require. Day-to-day administration, consolidated reporting, cash management, and coordination across your outside advisors.

Learn More
Family Office Architecture

Families who own a business, or who once did, face a set of questions no portfolio can answer. We help families establish the structures, meetings, and shared agreements that let ownership decisions get made clearly and family relationships survive them.

Learn More
Family Engagement

Wealth transfers more successfully when families are prepared for it. Our family engagement work offers multiple pathways to strengthen family bonds, build financial capability across generations, and prepare rising family leaders for the responsibilities ahead.

Learn More
Trusts & Estate Planning

We serve as trustee and fiduciary for families whose wealth is held in trust, and we work alongside your attorneys to keep your estate plan aligned with your family’s intentions as those intentions evolve. Structures that made sense a generation ago often need revisiting.

Learn More

“Families evolve. So should the family office that serves them.”

Andrew Busser, President & CEO

Common Questions About Family Offices

Below are some of the common questions that we hear from wealthy families who are considering a family office. Have questions of your own? Reach out to our team to start a conversation about how a Shared Single-Family Office® could serve your needs.

What does a multifamily office actually do?

A multifamily office coordinates every financial and administrative function a wealthy family needs, rather than handling one piece of it. That typically includes investment management, tax and estate planning coordination, trust and fiduciary services, bill payment and reporting, and support for family decision-making and governance. The distinguishing feature is integration. One team holds the complete picture, so decisions in one area account for their effect on the others.

What is a Shared Single-Family Office®?

A Shared Single-Family Office® is Pitcairn's service model. Each client family is assigned a dedicated relationship manager and a small group of specialists who work only with a limited number of families, while sharing the infrastructure, technology, and expertise across the firm. The intent is to give a family the attention of a private single-family office without requiring that family to build and staff one.

How is Pitcairn different from a private bank or a brokerage firm?

Pitcairn is independently owned by the Pitcairn family and has been since 1923. There are no outside shareholders, no proprietary products to distribute, and no sales targets attached to advice. Private banks and brokerage firms generally operate as part of larger institutions with their own products and commercial priorities. The practical difference shows up in what gets recommended and why.

Do you work with families who already have a family office?

Yes. Some families engage Pitcairn to run their family office entirely. Others keep an existing office and bring us in for investment management, trustee services, or family engagement work. We also work with families who are evaluating whether to build, keep, or wind down a standalone single-family office.

How do the five service areas work together?

One relationship manager coordinates across all five and holds the complete view of your family's financial picture. Specialists in each discipline work from that shared view rather than from their own slice of it. In practice, this means an estate planning conversation accounts for the portfolio's liquidity, and a governance conversation accounts for what the estate plan actually says.

How does an engagement with Pitcairn begin?

It begins with a conversation, not a proposal. We spend time understanding your family's situation, structures, and objectives before recommending anything. Because our approach is high-touch and our capacity is limited, we work with a small number of new families each year, and fit matters as much on our side as it does on yours.

A Century In, Just Getting Started

Your family’s wealth was built to last generations. The partnership that stewards it should be too. We would welcome a confidential conversation about your family’s complexity, your goals, and whether Pitcairn is the right fit.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.