Pitcairn

Pitcairn

Financial-Services

Conshohocken, Pennsy...
United States
Industry Category
Financial-Services
Company Description

Pitcairn is a leading financial services firm committed to guiding ultra-high-net-worth families through the complexities of wealth management. Located at 161 Washington St, Suite 801, Conshohocken, Pennsylvania 19428, US, with additional offices at 1270 Avenue of the Americas, Suite 2503, New York, NY 10020, US, and 6300 Blair Hill Ln, Suite 302, Baltimore, Maryland 21209, US, Pitcairn offers comprehensive family office services, including investment advisory, tax, trust and estate planning, risk management, and philanthropy. These services are designed to address the individual, interpersonal, and institutional challenges that come with significant wealth.

With a history dating back to 1923, Pitcairn specializes in multigenerational family wealth, providing expert family education and family governance support. Pitcairn prides itself on maintaining a vibrant workplace, fostering innovation, and ensuring exceptional client experiences through a commitment to excellence, collaboration, curiosity, and integrity.

At Pitcairn, the focus remains on delivering tailored solutions that empower families to achieve their long-term financial goals. We invite the management team at Pitcairn to create a customized and exclusive company showcase and product listing on our platform to further highlight their unique offerings and expertise in financial services.

Pitcairn est une société de services financiers de premier plan qui s'engage à guider les familles à valeur nette ultra-élevée à travers les complexités de la gestion de patrimoine. Située au 161 Washington St, Suite 801, Conshohocken, Pennsylvanie 19428, États-Unis, avec des bureaux supplémentaires au 1270 Avenue of the Americas, Suite 2503, New York, NY 10020, États-Unis, et au 6300 Blair Hill Ln, Suite 302, Baltimore, Maryland 21209, États-Unis, Pitcairn offre des services complets de bureau familial, y compris des conseils en investissement, la fiscalité, la planification successorale et fiduciaire, la gestion des risques et la philanthropie. Ces services sont conçus pour répondre aux défis individuels, interpersonnels et institutionnels liés à une richesse importante.

Forte d'une histoire remontant à 1923, Pitcairn se spécialise dans le patrimoine familial multigénérationnel, offrant un soutien expert en matière d'éducation familiale et de gouvernance familiale. Pitcairn est fière de maintenir un lieu de travail dynamique, de favoriser l'innovation et de garantir des expériences client exceptionnelles grâce à un engagement envers l'excellence, la collaboration, la curiosité et l'intégrité.

Chez Pitcairn, l'accent reste mis sur la fourniture de solutions sur mesure qui permettent aux familles d'atteindre leurs objectifs financiers à long terme. Nous invitons l'équipe de direction de Pitcairn à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en évidence leurs offres et leur expertise uniques dans le domaine des services financiers.

Key Personnel / Employees
Joe Owen Paulette Mercedes Girod Dain Kistner Todd Peters

Compare Companies Side by Side

Compare Pitcairn with 3 companies in Financial-Services

4 Companies
Comparison Field
Pitcairn
Pitcairn
Main Company
Adelmo Advisors
Adelmo Advisors
View Profile
Perpetual Wealth AG
Perpetual Wealth AG
View Profile
Saffery Trust
Saffery Trust
View Profile
Founded Year
2018 2014
Company Size
11-50 2-10 51-200
City
Conshohocken, Pennsylvania Mumbai, Maharashtra Zurich, Zurich
Country
United States India
Skills & Keywords Comparing with main company
22 Total Skills
Wealth Management Family Office Investment Advisory Tax Planning Estate Planning Risk Management Philanthropy private wealth management Comprehensive Planning (Estate Succession Planning Tax estate planning Single Family Office trusts & estates Wealth Administration Family Education Philanthropic) Multifamily Office ultra high net worth investors Family Governance philanthropy Fiduciary
24 Total 3 Common 21 Unique
Match 14%
Common Skills:
Estate Planning Philanthropy Risk Management
Unique Skills:
Accounting Business Consulting Coaching Concierge Corporate Restructuring Executive Coaching +15
5 Total 5 Unique
Unique Skills:
Emerging Markets Portfolio Management Private Equity Real Estate Venture Capital
17 Total 1 Common 16 Unique
Match 5%
Common Skills:
Philanthropy
Unique Skills:
Asset Protection Cayman Dubai ESG Foundations Funds +10
4
Total Companies
2014
Oldest Founded
2
Countries
62
Unique Skills

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Alternative Company Names

This company is also known as

Pitcairn 皮特凯恩 पिटकेर्न بيتكيرن Питкэрн