Founded in 1923, the firm currently oversees $10 billion in assets under advisement. President and CEO Andrew Busser credits the achievement to the company’s proprietary Shared Single-Family Office model, which aims to provide the discretion and personalization of a private family office alongside institutional-grade investment access. This approach focuses on families with investable assets of $25 million or more.

The selection process for the 2026 inaugural list analyzed data from the 2025 calendar year. According to the firm, no compensation was paid to influence the rankings, though a licensing fee was provided for the use of the award logo. Pitcairn maintains a national presence with offices in New York, Baltimore, San Francisco, Washington, DC, and Palm Beach, offering services that span from tax and estate planning to family governance support.