Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. The firm offers comprehensive family office services, including investment advisory, tax, trust and estate planning, risk management, philanthropy, and family education.
1923
Privately held
Moderate risk tolerance with an emphasis on tailored and diversified investment strategies, including equities, fixed income, private equity, and alternative investments.
Conshohocken, Pa, United States
About
Mission
To empower families to prosper and endure through their wealth journeys by navigating the complexities of wealth. The focus is on preserving and growing wealth across generations using their proprietary Wealth Momentum® model.
Values
Excellence, collaboration, curiosity, innovation, and integrity.
Participant Demographics
Serving over 110 multigenerational wealthy families and existing single-family offices, typically catering to clients with at least $50 million in investable assets.
Track Record
Notable Achievements
Serving 125 families and managing over $8.1 billion in assets under advisement.
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Conshohocken, Pa, United States
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