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.
Discover PitcairnEvery family arrives with its own history, its own ambitions, and its own complexity. Understanding all three is where our work begins. From there, we help align the financial decisions and family conversations that allow wealth to hold its purpose across generations.
Learn More
Connect with Pitcairn's family wealth experts in Philadelphia, New York, Baltimore, or San Francisco.
View All
Ultra-high-net-worth families face two kinds of complexity, and they compound each other. The first is financial: multiple entities and trusts, concentrated and illiquid holdings, private investments, real estate across jurisdictions, philanthropic structures, and tax considerations that span generations. The second is human: more households with every generation, differing goals and risk tolerances, in-laws and rising adults, and the simple challenge of making shared decisions as a family grows.
Most wealth firms are built for the first kind of complexity. Pitcairn was built by a family that lived both. We help families connect the financial and the human, because a century of experience has taught us that neither can be managed well alone.
One connected view of everything your family owns. We coordinate investments, planning, tax strategy, trusts, philanthropy, and reporting across entities, generations, and advisors, so decisions are made with the whole picture in sight.
Productive conversations about wealth, even when they're hard. We help families build the communication practices, meeting rhythms, and decision frameworks that let multiple generations and households move forward together.
Heirs who are ready, not just named. Through structured education, mentoring, and age-appropriate engagement, we help younger family members build financial fluency, a sense of stewardship, and their own relationship with the family's wealth.
Continuity through the moments that test families. We help families plan for and navigate wealth transfers, changes in family leadership, liquidity events, and losses, with the planning done before it's needed.
Giving that expresses what your family stands for. We help families define shared values, structure their philanthropy, and use giving as a place where generations learn to work together.
Families who govern an operating business together face an additional layer of complexity. For that work, see Family Office Architecture.
Important moments do not stand apart from the longer story of family wealth. They shape it. Long-term planning helps ensure that today's decisions support future continuity, preserve flexibility, and reflect the values your family wants to carry forward.
Families rightly ask a hard question of any wealth firm: will you still be you in twenty years?
It’s the right question. Across wealth management, firms are bought, merged, and repositioned every year. Each transaction can change the incentives, the people, and the culture a family originally chose.
Pitcairn’s answer is unusual in this industry. We have been independently owned since 1923, and we have no plans to sell. Our strategic priorities are to preserve the family-centric culture, independence, and excellent client experience that have defined this firm for more than a century. We are not positioning for a transaction. We are building for the next generation of the families we serve, and the next one after that.
That independence has practical consequences. We answer to the families we serve, not to outside owners or a parent company’s product shelf. Decisions about the firm are made on a generational horizon, the same one your family plans on.
Families often ask how we prepare their next generation. The fuller answer includes how we prepare our own.
Within Pitcairn, we develop rising leaders through structured succession planning and professional development, so that expertise, relationships, and culture pass deliberately from one generation of the firm to the next. When we counsel a family on preparing successors and planning transitions, we are describing work we do inside our own walls.
For client families, this means the team serving you is built for continuity, and the relationship your family builds with Pitcairn is designed to outlast any single advisor, or any single generation.
A multi-family office provides the integrated services of a dedicated single family office (investment management, planning coordination, trust services, reporting, family education, and more) to a select group of families who share its infrastructure. Private banks and traditional wealth managers typically center on investment products and banking services. A multi-family office centers on the family, coordinating the full complexity of its financial life across generations.
It is Pitcairn's model and registered service approach. We operate with the depth, integration, and family-first orientation of a single-family office, shared across the families we serve. Each family receives family-office-level attention without carrying the full cost and management burden of building its own.
Wealth decisions are family decisions. We help families establish communication practices, family meetings, shared decision-making frameworks, and education programs for rising generations. This work is integrated with the financial side, because in our experience the two succeed or fail together.
Pitcairn has been independently owned since 1923 and has no plans to sell. Preserving our independence, family-centric culture, and client experience are explicit strategic priorities of the firm. We also practice internal succession planning and leadership development so that continuity does not depend on any single person.
Through structured, age-appropriate engagement: financial education, mentoring, participation in family meetings, philanthropy as a training ground, and gradually increasing responsibility. The goal is not just informed heirs but capable stewards who have their own relationship with the family's wealth and values.
We start with a full diagnostic: consolidating a complete picture of entities, holdings, trusts, governing documents, and advisor relationships. From there, we identify gaps, overlaps, and opportunities, and build an integrated plan with your existing advisors. Families are often surprised how much clarity the consolidated view alone provides.
Your family’s wealth was built to last generations. The partnership that stewards it should be too. We would welcome a confidential conversation about your family’s complexity, your goals, and whether Pitcairn is the right fit.
"*" indicates required fields
