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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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Insights & News
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Thought Leadership
Portraits of Pioneering Women Leading Wealthy Families
Finding Her Voice is a book co-authored by Amy Hart Clyne and Dennis Jaffe, which draws from intimate, in-depth conversations with three dozen women of wealth about how they came to wealth, their role in the family, the obstacles they overcame, and how they prepared their rising generation while sustaining family connections and family harmony. These stories have important implications for evolving gender roles across society as well as for wealthy families and the industries that serve them.
Amy Hart Clyne is Pitcairn's Chief Knowledge & Learning Officer. She has dedicated her career to helping prosperous families fulfill the promise and potential of their legacies through robust family engagement and lifelong learning.
*Please note limitations: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Pitcairn does not serve as an attorney, accountant, or insurance agent. Pitcairn does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, Pitcairn can provide tax preparation services as discussed in Pitcairn’s written disclosure brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.