PITCAIRN

Pitcairn provides investment management and family office services to families, trusts, foundations, high‑net‑worth individuals and institutional clients, and advises on private investment funds and pooled vehicles. It offers both discretionary and non‑discretionary portfolio management alongside financial planning, tax preparation, consolidated reporting and administrative services such as bill payment.

The firm emphasizes customized, long‑term wealth strategies with asset allocations across equities, fixed income, mutual funds and ETFs, and may recommend independent managers, model portfolios, and unified managed accounts with tax‑overlay options. Pitcairn also advises on private investments using the GLAS platform, treats cash as an asset class, and uses research tools (including an AI aggregation tool) to support ongoing monitoring and allocation decisions.

Pitcairn is distinctive among peers for its affiliated trust company (Pitcairn Trust Company LLC) and affiliated insurance agency, and for operating from multiple offices rather than a single location. The firm targets ultra‑high‑net‑worth family relationships (noting a typical minimum of $25 million in investable assets or a minimum annual family fee) and uses fee arrangements beyond a simple percentage‑of‑AUM, including fixed family‑office fees, negotiated tax and administrative fees, and platform/operations fees for private investments.