Firm Overview

About Us

Pioneer was founded on the principles that each client will receive customized advice and an unmatched level of personal service and confidentiality. With an emphasis on providing creative and results-driven services that go beyond what many have come to expect from traditional financial advisors, the team at Pioneer is dedicated to creating financial solutions that integrate client investment, tax, and lifestyle goals. Pioneer’s national client base is served by a team of 25 employees located in offices in Seattle, Chicago and New York.

With an average tenure of over ten years, our long-standing clients are dynamic families who are faced with the challenge of managing complex financial situations that include multiple generations, stakeholders and advisors. Pioneer’s goal is to work in tandem with each client’s team of existing advisors to simplify the planning and investment process in light of the client’s objectives.

Our clients are diverse in their backgrounds and objectives. They include:

Multi-Generational Families

Faced with the complexity that arises from multiple generations and estate planning vehicles, these dynamic families leverage Pioneer’s consolidated and customizable financial reporting solutions, tax and investment advisory services.

 

Business Owners

Whether prior to or following disposition of family business interests, Pioneer is a trusted advisor with the ability to integrate personal financial considerations with the broader concerns of a business owner.

High Net Worth Families

With assets ranging from $100 million to several billion, Pioneer’s clients share a long-term vision to manage, grow and protect their assets for current and future generations.

 

Existing Family Offices

Clients with established family offices seek Pioneer’s advice in specific areas that complement their internal capabilities. These areas often include tax advisory, investment risk analysis, reporting and estate planning advisory.



All family office services and investment advisory services are delivered by Pioneer Square Advisors, LLC an investment adviser registered under the Securities Act of Washington.