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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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For Families that Own Businesses
Your family’s financial life doesn’t end with the family enterprise. It evolves.
Pitcairn’s Shared Single-Family Office® helps families:
- Prepare for successful exits and liquidity events
- Align family purpose with business ownership and leadership transitions
- Coordinate spouses, siblings, boards, and rising-generation leaders
- Manage tax strategy and portfolio diversification holistically
- Design governance frameworks that endure beyond the founder
It is a structure that bridges business wealth and family wealth—ensuring that both flourish thoughtfully and strategically.
What is a Shared Single-Family Office®?
Wealthy families have long faced a dilemma: Build a costly, high-maintenance single-family office or rely on traditional wealth managers who struggle to deliver the depth, integration, and personalization their financial complexity requires.
Pitcairn’s Shared Single-Family Office® solves this challenge.
It’s a service model that blends the best aspects of a dedicated single-family office with the robust infrastructure, investment access, and multidisciplinary expertise of a large wealth management firm. The result: a fully integrated, deeply personalized structure designed to support families for generations—not just portfolios.
The Pitcairn Difference
Pitcairn began as a single-family office more than 100 years ago—and today serves 140+ families across multiple generations with the very model it pioneered.
Our difference is rooted in a century of experience and:
- A culture built on independence, fiduciary duty, and family governance
- Extensive investment and tax coordination
- An operating philosophy centered on helping families thrive, not just preserve capital
Built by a family. Refined for families.
Why Enterprise Families Choose Pitcairn
Integrated Oversight
One team aligned around your entire wealth enterprise—investments, tax, trust, governance, family learning, and long-term strategic planning.
Multigenerational Focus
A structure built to serve families across decades, helping each generation develop capability, confidence, and shared purpose.
Institutional Scale
Access to top-tier managers, alternative investments, technology, and operational best practices—at a fraction of single-family office costs.
Boutique Service
A dedicated team that knows your family, your story, your values, and your legacy goals.
Customized Family Education
Personalized programs and experiences designed to prepare the next leaders of the family enterprise.
Request a Discovery Call
Let’s us help you build a family office structure that is right for your family. Contact us today to schedule a personalized consultation.
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