Pitcairn Financial Group

Pitcairn Financial Group

Pitcairn Financial Group was established in 1923. It operates as a multi-family office serving wealthy families with services that include investment advisory, tax and estate planning, and family governance. The firm allocates across private equity, real estate, private credit, hedge funds, infrastructure, and natural resources. It participates in fund-of-funds vehicles and direct co-investments or SPVs. Geographic reach covers North America, Europe, Asia, South America, and Oceania. In January 2025 the firm completed its first acquisition in 102 years when it purchased Brightside Partners, a Baltimore RIA with $2.5B in assets under advisement. Pitcairn maintains an alternatives platform that incorporates networks of over 100 asset managers in venture capital, private equity, private credit, and real estate. The acquisition of Brightside led to the creation of Pitcairn Wealth Advisors LLC as a new SEC-registered entity. Five professionals from the acquired firm joined Pitcairn and were appointed to its Strategic Leadership Council. The firm uses a Wealth Momentum model that coordinates investment, governance, and philanthropy decisions across generations. Its structure separates client mandates from any proprietary operating businesses.