Families of wealth must navigate fundamental risks to their assets that extend beyond market movements and macroeconomic shifts. These often-overlooked risks are embedded in the culture, composition and communications of the family itself.

For a century, Pitcairn has embraced this truth with the experience and expertise needed to help prosperous families fulfill the unique promise and true potential of their legacies. 

Rooted in our own family experience and enriched by our work with ultra-high-net-worth families and single family offices, our distinctive Wealth Momentum® approach focuses on a deeper and longer-term view of the family and financial dynamics that lead to better outcomes.

We are a family office leveraging advanced thinking and modern service innovations to set a new standard in multi-generational wealth stewardship. 

Headquartered in suburban Philadelphia, with representatives in New York, Florida, and Washington, DC, we connect with our network of resources around the world.


Family

Pitcairn

Andrew Busser

Stacey Turner

Karen Carlson

Jocelyn Schwartz

J. Matthew Mccarte

Jay Goetschius

Nathan Sonnenberg

Matthew Breidenbach

Eric Gaul

Craig Schmauder

Amy Hart Clyne

The Client Services Team at Pitcairn serves as the primary liaison for ultra-high-net-worth families, ensuring their unique needs and aspirations are met with tailored solutions. Focused on fostering strong, long-term relationships, the team coordinates services ranging from financial management to legacy planning, while facilitating seamless communication within the family unit. By leveraging advanced service innovations and a deep understanding of family dynamics, they help clients navigate the complexities of wealth stewardship, ultimately enhancing their legacies.

Client Services Team

Financial Analysis Team

Leadership Team

Client Services Team

About

Team members

Other teams at Pitcairn

Financial Analysis Team

Leadership Team