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 Financial Analysis Team at Pitcairn plays a critical role in evaluating the financial health and wealth dynamics of ultra-high-net-worth families. This team conducts in-depth analyses of financial statements, investment portfolios, and tax strategies, providing actionable insights that help families navigate complex wealth-related challenges. By integrating financial data with an understanding of family dynamics, the team supports clients in making informed decisions to preserve and grow their legacies over generations.

Financial Analysis Team

Client Services Team

Leadership Team

Financial Analysis Team

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Other teams at Pitcairn

Client Services Team

Leadership Team