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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 the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Our Core Values & Guiding Principles
Curiosity
We are constantly exploring and learning so we can spark new ideas and turn them into best practices that can been the changing needs of our client families.
Collaboration
We enjoy working together, exchanging knowledge, and sharing expertise that enables us to deliver an excellent client experience.
Innovation
Because change can be both a risk and a growth driver, we stay ahead of market trends and fast-changing technologies.
Integrity
We fully align our interests with those of our families to ensure a client experience that is transparent, honest, reliable and trustworthy.
Excellence
We are always striving to improve and expand our capabilities and services to deliver the best possible long-term results for the families who put their trust in us.
A Century in the Making
Now, in our seventh generation and working with 125 families, we know the potential and pitfalls that come with building a legacy. Like many of the leading families we serve, we have been through our own wealth journey.
Our People
The tenure of our staff, the collaborative culture in which we work, and our commitment to delivering an exceptional Pitcairn client experience all contribute to why we are consistently recognized as an industry-leading family office. Our ability to attract and retain the best talent from across our industry supports our efforts to continually innovate.
