Pitcairn
Pitcairn is a shared single-family office established in 1923 to serve multigenerational wealthy families and existing single-family offices. The firm reports more than 140 client families and more than $10 billion of assets under advisement across affiliated companies Pitcairn Trust Co. and Pitcairn Wealth Advisors LLC as of December 31, 2025.
Its Wealth Momentum model combines investment advisory, family office services, and family engagement under dedicated relationship managers. Investment advisory is described as conflict-free and aligned with sustaining multi-generational wealth. Family office services combine specialist advisors with relationship managers. Family engagement is aimed at roles, cohesion, and preparing the rising generation. Clients typically have complex trust structures, at least $25 million in investable assets, and a need for family governance. Pitcairn says it generally invites only three to five new families a year.
This directory profile covers Pitcairn’s family-office and investment-advisory platform for ultra-high-net-worth families rather than a retail alternatives sponsor or broker-dealer distribution channel.