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They include 70 corporations and other businesses, 60 high-net-worth individuals, and 40 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pioneer Family Office offer?","answer":"Pioneer Family Office provides portfolio management for individuals and small businesses and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Pioneer Family Office use?","answer":"Pioneer Family Office’s separately managed account assets are held at Morgan Stanley Smith Barney LLC (Purchase, NY), with $324M and Bank Julius Bar & Co.ag (Zurich), with $156M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pioneer Family Office have?","answer":"Pioneer Family Office has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pioneer Family Office invest in?","answer":"At the end of its last fiscal year, Pioneer Family Office’s separately managed accounts held 27% high-yield corporate bonds, 23% investment grade corporate bonds, 20% exchange-traded equities, 18% other, 4% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar), 3% cash and equivalents and 2% sovereign bonds. 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