Wealth Momentum®

A true family office model


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Wealth Momentum®, an experience-based family office model, delivers at the intersection of family and wealth—creating better outcomes. The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.

Through an unwavering focus on integration, innovation, and customization, Pitcairn elevates the family office experience to a true partnership. When combined with Wealth Momentum, we enable families to enjoy a more effective and complete experience.

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Families & Individuals

Focus on What Is Most Important to You

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Single Family Offices

Your Family Office Powered by Pitcairn

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FINANCIAL

  • investments

    Investments

    We have spent years honing and refining our investment approach to balance tailored strategies for specific family objectives with guiding principles that inform our overall view of the markets. Our innovative asset allocation strategy and disciplined manager selection process has resulted in a strong track record of performance. Our clients benefit from privileged access to managers and asset classes only an established organization like Pitcairn can provide. Most importantly, we are a 100 percent open architecture firm, not beholden to proprietary investment products. This freedom empowers our experienced investment professionals to utilize a mix of active and passive strategies and public and private investments to optimize portfolio construction and take advantage of dynamic market opportunities.
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  • Trusts and Estates

    Trusts & Estates

    Trusts and estates play varying and complex roles in the management of wealth for multi-generational families. We understand the care and diligence that must go into establishing the trust and communicating its terms to all affected family members. We take a personalized approach to exercising fiduciary discretion by carefully considering the needs of beneficiaries and the intent of grantors. As a trustee, we seek to know the individual beneficiaries and co-trustees, enabling us to be uniquely informed, responsive, and flexible. Pitcairn provides families and single family offices with estate planning advice and a distinctive approach to first-rate fiduciary services tightly integrated with wealth planning.
  • Tax

    Tax

    In managing wealth, it’s not what you make, it’s what you keep that matters. Our entire wealth management approach is grounded in our robust tax optimization strategy that considers the tax impact of your investment decisions as well as standard tax planning and compliance. These combined efforts create an integrated approach to individuals, partnerships, trusts and foundations that maximizes efficiency and return. On the investment side, we utilize tax loss harvesting, wash-sale management, short term gain deferral and other optimization strategies to reduce the portion of your returns lost to taxes. We’re proud of our results – these tools typically enhance client portfolio performance by approximately 1 percent per year.
  • Philanthropy

    Philanthropy

    Effective philanthropy relies on identifying your unique philanthropic vision. We help you achieve your philanthropic goals by establishing an ongoing strategy for your giving. We work to maximize impact through the most effective tools, whether that’s a private foundation, charitable trust, or donor-advised fund. As modern-day philanthropy has evolved, we’ve increased our focus on tailored impact investing strategies to help make your charitable vision come alive. We provide guidance on optimal funding sources, ongoing investment advice, and management consulting for your charitable structure with a keen eye toward tax advisory and compliance services.
  • Wealth Administration

    Wealth Administration

    We do not underestimate the importance or complexity of wealth administration. We’ve worked with countless families with complicated investment structures and varied asset classes and understand the stress and challenges that come with simply keeping track of it all. With industry-leading technology and experience, our team uses proven and innovative consolidated reporting solutions to manage complex portfolios and give families just the right level of detail and insights. Our secure online portal gives families the flexibility and customization needed to turn wealth administration into an asset with 24/7 access to an integrated view of performance, holdings, and expenses. The result is a clear, accurate, and timely picture of your family’s total wealth and the peace of mind that comes with superior clarity and control.
  • Risk Management

    Risk Management

    For affluent families, the world grows more complex every day. It takes considerable time and resources to stay ahead of emerging risks like cybersecurity attacks and threats to family privacy. We pride ourselves on our holistic approach to risk management that blends cutting-edge technologies and protections with tailored advice and insight focused on your most pressing priorities, from insuring people and property to secure record keeping.

FAMILY

  • wealth transition

    Wealth Transition

    Your family’s success should be measured not in years, but in decades and generations. We prioritize strategies and opportunities that define and protect the legacy that you will ultimately leave to your children and grandchildren. Our process for ensuring successful wealth transitions is rooted in your family’s history, perspective, and wealth structure. Through in-depth conversations and document review processes, we establish a framework and detailed plan for guiding your family through the successions, transfers, transitions, and developments that will shape the future of your family’s wealth momentum.
  • Lifelong Learning

    Lifelong Learning

    Education is a lifelong pursuit. It’s a critical part of every client interaction and communication. We seek out learning opportunities that help align families, foster productive conversations, and facilitate deeper understanding. We’ve spent generations growing our expertise and refining our deep library of educational programs. These programs can be customized to your individual priorities and facilitated by our creative and professional team members. We balance formal and informal learning with one-on-one mentoring on family and financial topics, empowering individuals to be active and knowledgeable within the family structure.
  • Decision Making Governance

    Decision Making & Governance

    It can sometimes be challenging for families to find common ground and consensus. Families are not static – they grow, change, adapt, and evolve. Like any good business, families need structure and systems founded on guiding principles to inform their decisions. We’ve worked with families to develop leadership structures, governance frameworks, decision-making bodies, and independent oversight committees to maximize the productive communication among family members.
  • Family Culture

    Family Culture

    We don’t just help families grow wealth, we help families grow closer. We understand that sometimes complex and contentious decisions can benefit from a little outside guidance. By creating and facilitating events, conversations, and meetings, we’ve helped countless clients open lines of communication and trust. Our team works closely with family leaders to make sure family meetings are productive, representative, and even enjoyable.
  • Lifestyle Management

    Lifestyle Management

    One of the benefits of the hard work that goes into building an affluent family is creating a sustaining an enjoyable, meaningful life. We work closely with families and individual members to make sure their daily surroundings include the right people, services, and solutions. Our tailored concierge services and lifestyle support guarantee quality of life and peace of mind. We also ensure family members live and enjoy their lives as they age through detailed longevity planning and healthcare support through a broad network of exclusive resources and partnerships.
  • Values and Mission

    Values & Mission

    Without a strong family culture and values, investment strategies and financial considerations are sure to suffer. Every family we serve has its own rich, complex, and unique history. It’s our job to help them articulate, internalize, and share that collective mission. Working with you, we can help transform your beliefs, stories, and traditions into a set of family principles that guide decision making and interactions for generations to come.