Family offices · Podcast

RIA Edge Podcast: Building an RIA on a Family Office Foundation with Andy Busser

Useful for advisors and family office staff interested in how an integrated family office service model is run at scale and how culture and employee engagement are tied to growth. It also touches on selective client intake and AI's use in analysis and planning.

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On the publisher’s site

Summary

By the family offices desk

David Armstrong talks with Andy Busser, president and CEO of Pitcairn, about how the century-old single-family office became an RIA serving about 150 families and roughly $12 billion. Busser describes how Pitcairn combines investment management with trust, tax, accounting, insurance, family education and governance, and discusses hiring, employee engagement, growth, alternatives and AI.

Pitcairn evolved from a single-family office into an RIA serving about 150 families and roughly $12 billion.
It combines investment management with trust, tax, accounting, insurance, family education and governance services.
The firm evaluates new families for long-term cultural and relationship fit and hires for traits including character, curiosity and emotional intelligence.
Employee engagement is described as its leading leadership metric, and the firm is exploring AI to speed analysis and planning.

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