Pitcairn Financial Group

Overview

Pitcairn reports serving more than 140 client families and more than $10 billion in assets under advisement for affiliated Pitcairn Trust Co. and Pitcairn Wealth Advisors LLC, as of December 31, 2025.¹

History

The firm says its family office was established in 1923 and draws on more than a century of experience. In 1987, Pitcairn opened its trust company to non-Pitcairn families, beginning its multi-family-office service model.²

Timeline

1. 1923The firm says its family office was established in 1923 and draws on more than a century of experience.
2. 1987In 1987, Pitcairn opened its trust company to non-Pitcairn families, beginning its multi-family-office service model.
3. 2025and Pitcairn Wealth Advisors LLC, as of December 31, 2025.

Leadership

Andrew Busser is President and Chief Executive Officer. H.F. “Rick” Pitcairn, II is Chairman and Chief Global Strategist. Nathan Sonnenberg is Chief Investment Officer.³

Services

Pitcairn’s Wealth Momentum® model integrates investment advisory, family office services, and family engagement around family and wealth dynamics.¹

Investment advisory services include custom portfolios, objective analysis, diversification, long-term investing, active and passive strategies, tax-aware management, and access to public and private markets. The firm describes an open-architecture platform and says it does not recommend proprietary financial products or accept commissions.⁴

Family office services cover trusts and estates, tax strategy and compliance, CFO services, insurance and risk management, philanthropy, relationship management, and financial planning. Pitcairn also works with existing single-family offices on investments, accounting and operating controls, technology, and governance practices.⁵

Family engagement programs address financial literacy, wealth stewardship, life design, leadership and entrepreneurship, governance, legacy, coaching, peer learning, family meetings, and customized education.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Risk and insurance

Client Focus

Pitcairn serves multigenerational wealthy families, existing single-family offices, and families seeking coordinated support across investments, family office operations, governance, and family development.¹⁵

Approach

The firm’s stated approach integrates financial capital and human capital through learning, dialogue, shared values, and family identity.⁶

Assets and Registration

Pitcairn reports more than $10 billion in assets under advisement for its affiliated Pitcairn Trust Co. and Pitcairn Wealth Advisors LLC, as of December 31, 2025.¹

Pitcairn Wealth Advisors LLC is listed in the SEC’s Investment Adviser Public Disclosure system as SEC-registered with status Approved, effective October 23, 2024.⁷

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  This Pennsylvania-focused page helps families compare multifamily office options near Pitcairn's regional market. It can clarify which firms offer investment management, tax planning, philanthropy, governance, or family education for multigenerational households and existing single-family offices.

• Network siteEstatePlanner.com

  EstatePlanner.com provides practical guides on wills, trusts, and related estate decisions. Families considering Pitcairn's financial planning, tax planning, and family governance services can use these materials to identify questions for advisors and coordinate estate goals across generations.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community centered on single-family offices and wealthy families. Its material can help a family assess how Pitcairn's shared-office model compares with maintaining an internal office, especially for investment oversight, family engagement, education, and governance.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference for understanding multifamily office firms and sector developments. A family evaluating Pitcairn can use it to frame questions about investment management, risk and insurance, philanthropy, and support for multiple generations.

• Similar firmsCallan Family Office, LLC
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  Sageworth

  These profiles of Callan Family Office, LLC, Fortis Family Office, and Sageworth give readers nearby comparison points on this site. Reviewing them can help a family distinguish approaches to investment management, planning, philanthropy, governance, and service for wealthy business owners.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.