Pitcairn

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:

• Investment advisory, including open-architecture portfolio construction, active and passive manager blending, and tax overlay that the firm cites as adding approximately 1% to annual returns
• Family office services, covering trust and estate planning, tax compliance and preparation, CFO-level financial reporting, insurance and risk management, and philanthropy
• Family engagement, which addresses governance, generational transitions, and family education through a dedicated Chief Knowledge and Learning Officer

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.

• Multigenerational wealth planning and succession structuring
• Investment portfolio management with tax overlay
• Trust and estate planning advisory
• Family governance and education programs
• CFO-level financial reporting and accounting services
• Assessment and advisory for existing single family offices

• Shared Single-Family Office model providing institutional-grade family office infrastructure
• Open-architecture investment platform blending active and passive managers
• Tax overlay applied to investment portfolios
• Estate and trust planning with trustee services
• CFO services including total wealth reporting and financial administration
• Family engagement programs covering governance, generational transition, and financial education
• Insurance and risk management advisory
• Philanthropy planning and giving strategy
• Dedicated relationship managers for each client family
• Single family office advisory and operational assessment services

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated relationship managers assigned to each client family; offices in Philadelphia, New York, Baltimore, and presence in Florida and Washington DC.