RIA Edge Podcast: Building an RIA on a Family Office Foundation with Andy Busser
For wealth professionals interested in the family office-to-RIA model, the episode offers a look at how one firm describes integrated services, selective client fit and culture as operating priorities. It also covers how leadership metrics and AI are framed inside an advisory business.
Summary
By the family offices deskIn this RIA Edge Podcast episode, host David Armstrong speaks with Andy Busser, president and CEO of Pitcairn, about how the century-old firm evolved from a single-family office into an RIA serving approximately 150 families and overseeing roughly $12 billion. Busser describes how Pitcairn combines investment management with trust, tax, accounting, insurance, family education and governance services, and discusses hiring, growth, alternative investments and AI.
- Pitcairn combines investment management with trust, tax, accounting, insurance, family education and governance services to support families across generations.
- The firm selectively evaluates new families to ensure long-term cultural and relationship fit.
- Hiring priorities include optimism, curiosity, empathy, work quality and self-awareness, and employee engagement is described as the firm’s leading leadership metric.
- The firm is exploring AI to speed up analysis and planning and create more time for client relationships and staff development.
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