“Family is not an important thing. It’s everything.”

-Michael J. Fox

Mission & Values

Encouraging-generations

We are Pendleton Square. We are an independent trust and family office, guiding generations forward to protect and sustain wealth and to ensure enduring and life-enhancing legacies. We are in the generations business. We move generations forward. The generations of today. The generations of tomorrow. This is our vision. This is our mission. This is our purpose. We move generations forward.

Our Mission

We are Pendleton Square.
We are an independent trust and family office, guiding generations forward to protect and sustain wealth and to ensure enduring and life-enhancing legacies.

           Pendleton-Cornerstones

Our Values

Integrity – We will do what is right, always. We will adhere to the highest ethics, and as a matter of personal honor and fidelity, we will stand behind what we say and what we do.

Excellence – We will strive to be the best at what we do. We will inspire and support the best in others. We will exceed expectations and continually look for a better way.

Independence – We do not manage assets or provide investment advisory services. We will maintain our uncompromising commitment to providing the best, conflict-free service, selfless stewardship, and objectivity for our clients.

Compassion – We will treat everyone with the highest respect. We will listen carefully and seek understanding, cohesion, and harmony. We will have empathy, be thoughtful, and serve others with honor.

Leadership – We will always be forward thinking and acting in all aspects of our business. We will pursue creative and innovative solutions as well as the best technology in order to continually be able to guide, nurture, and protect the families we serve.

Trust – We will put the well-being of others first and work continuously to create enduring relationships founded on trust, loyalty, and respect.