Pitcairn Expands Innovative Family Office Strategy to Serve Florida Clients

Wealth Management Veteran Jay Goetschius to bring new levels of personalized service to one of America’s fastest growing wealth markets

PHILADELPHIA CREAM, March 16, 2022 /PRNewswire/ — Pitcairn, a true family office serving ultra-affluent families for nearly a century, is expanding to serve business growth Florida customers with the addition of Jay Goetschius as Managing Director and Head of Florida. In this role, Goetschius will be responsible for managing some of the company’s most important customers and advancing the company’s growth strategy for the Florida Region.

Florida has always been important to Pitcairn because it is an area where so many of our clients have residences. Build a stronger presence in Florida is an essential part of from Pitcairn long-term growth strategy and another step in the natural evolution of this business as we approach our 100and anniversary in 2023.” said Andrew L. Busser, from Pitcairn President, Family Office. “With Jay joining our team, we now have a seasoned leader located where those customers are, allowing us to deliver the Pitcairn the customer experience in an even more personal and local way.”

before joining PitcairnGoetschius was managing director of Abbot Downing’s offices in palm beach and new York, where he worked with very wealthy families and individuals. He has spent 30 years working with private clients on a range of family wealth management issues, including investment policy development, portfolio construction and asset allocation, risk management and tax and estate planning.

“I have always been passionate about helping my clients manage the full impact of their unique wealth. With so much change in the wealth management industry, Pitcairn has evolved into the quintessential family office focused exclusively on meeting the complex needs of ultra-affluent families. I am extremely proud to join the team,” said Goetschius.

Earlier in his career, Goetschius was director of the Bessemer Trust in palm beachPartner and Head of Client Relationship Management of HPM Partners LLC, and Managing Director of BNY Mellon Wealth Management at New York City. Goetschius held senior positions at the Banque de the New York one Charitable Gift Services, Trust and Private Banking and began his career in the management development program at Chase Manhattan Bank. He earned a bachelor’s degree in economics from St. Lawrence Universityan MBA in finance from Seton Hall Universityand is a Certified Trust and Financial Advisor (CTFA).

On Pitcairn:
Pitcairn is a true family office and a leader in helping families meet the challenges and seize the opportunities created by the interplay of family and financial dynamics. Thanks to Wealth Momentum®, an experience-based family office model, Pitcairn helps families have a more efficient and complete experience. Since its creation, Pitcairn has partnered with some of the wealthiest families in the world to meet their needs and achieve better results – year after year, decade after decade, generation after generation. Today, Pitcairn is recognized as an innovator, guiding families through generational transitions and redefining the industry standard for family offices. The company is located at philadelphia creamwith offices at new York and washington d.c. and a network of resources around the world. For more information, visit pitcairn.com.

Media Contact:
Michaela Morales
J Connelly
973 224 7152
[email protected]

THE SOURCE Pitcairn

Comments are closed.