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Family Office Services

Guiding, Protecting & Growing Family Wealth

Bringing exceptional people, technology, and processes together, our integrated planning and implementation have helped families become stronger, grow their investments, and build their legacies.

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Elevating the Family Office Experience to a True Partnership

Our process 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 and transitions that shape the trajectory of all multigenerational successful families.

Trusts & Estates

Our signature estate planning approach provides advice and trustee services that result in clear and consistent plans across multiple generations. 


From innovative tax strategies to compliance and filings, we take care of everything so you can keep more of what you make.

CFO Services

We offer best-in-class tools and techniques that ensure an accurate and timely reporting of your family's total wealth.

Insurance & Risk Management

From insuring people and property to secure recordkeeping, we provide tailored advice focused on minimizing risk. 


We help you explore different pathways that can clarify your giving intentions and maximize your impact.

The Art of Exceptional Relationship Management

When you or your family become a client, you can count on your Pitcairn Relationship Manager to provide guidance on investment strategies, asset allocation, and financial planning to help you achieve your ultimate objectives. Our Relationship Managers are adept at uncovering and understanding both your financial capital and human capital goals in order to provide personalized advice.

Do You Have An Existing Single Family Office?

Pitcairn also works with existing single family offices. We can help assess your current practices and recommend ways to improve your investments, accounting and operation controls, technology and governance practices.