The original family office, now shared with multigenerational wealthy families.
Pitcairn was founded in 1923 as the family office of the Pitcairn family itself, making it one of the oldest continuously operating family offices in the United States. That origin shapes everything about how the firm positions itself today: rather than building a family office model from scratch for outside clients, Pitcairn opened an institution that already existed, extending its internal infrastructure to serve other multigenerational wealthy families under what it calls the Shared Single-Family Office model. For families evaluating whether to build, outsource, or augment their own office, that distinction matters.
The firm serves approximately 140 client families across more than $11 billion in assets under advisement and operates through two affiliated entities: Pitcairn Trust Co. And Pitcairn Wealth Advisors LLC. Its service model integrates three pillars:
Pitcairn also works with existing single family offices directly, offering assessments of investment practices, accounting controls, technology, and governance. This makes it relevant not only to families seeking to outsource their office function, but also to established SFOs evaluating gaps in their current infrastructure. Fees and minimum asset thresholds are not publicly disclosed, and the firm appears to focus exclusively on the US market, with offices in Philadelphia, New York, Baltimore, and a presence in Florida and Washington DC. Families or SFOs outside the United States, or those requiring a technology-only relationship, will find limited applicability here.
"Over the last 100 years, our work as a family office has been defined by partnership. The families we work with each have unique needs, and we've built our organization around solving those needs now and for generations to come."Pitcairn
| Total AUM / Assets | $11B+ |
| Offices | |
| Top Markets | |
| Key People |
AB
Andrew Busser
President and Chief Executive Officer
HR
H.F. Rick Pitcairn II
Chairman and Chief Global Strategist
NS
Nathan Sonnenberg
Chief Investment Officer
AH
Amy Hart Clyne
Chief Knowledge and Learning Officer
JM
J. Matthew McCarte
Managing Director, Head of Wealth Management
EG
Eric Gaul
Chief Financial Officer
RP
Ryan Pollard
Chief Compliance Officer and Managing Director, Operations
JP
Jennifer Proper
Managing Director, Wealth Strategies
JG
Jay Goetschius
Managing Director, Head of Florida
PK
Pace Kessenich
Managing Director, Private Investments
KC
Karen Carlson
Managing Director, Relationship Manager
|
| Firm Type | Trust / Fiduciary Firm |
| Client Count | 140+ client families |
| AUM / Assets Tracked | $11B+ |