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Pennsylvania Trust

We are a leading wealth management firm providing clients with custom financial solutions including investment management as well as trust, estate, tax, and financial planning services. Consistently adding value for over 30 years.


A true family office and leader in helping families and single family offices navigate the challenges and opportunities creaded by the interplay of family and financial dymanics. Providing investment advice, estate, tax and philanhopic planning, fiduciary services, wealth administration, and customed educaion services.Offices in Philadelphia, New York & Washington, DC

PwC Family Enterprises

Supporting your legacy for more than 170 years.


Family Business Consulting

Relative Solutions

Our multigenerational team guides families who share assets through the difficult questions that emerge from the risks and opportunities that impact their lives together.