Pitcairn | Helping families achieve their most important ambitions and preserve the family heritage they treasure.

The Accumulation of Wealth Creates Both Rare Opportunities and Imposing Challenges

Family members contend with a host of responsibilities ranging from:

  • Managing their investments, to monitoring their estate and tax plans;
  • Coordinating tax returns and philanthropic giving
  • Keeping up with constant flow of paperwork.

Helping families address these unique needs is the raison d’être of Pitcairn. Our long experience as a family office enables us to not only help families manage the day-to-day, but also help them see around corners, anticipating and preparing for well thought-out transitions that are the hallmark of successful families.

Recent News

Global Concerns Weigh on Market

August 23, 2015 – As you probably know, it is not my usual practice to comment on short-term market swings. Part of the deal investors accept when they own high-returning assets such as stocks is that, from time to time, asset prices will go up and down in dramatic fashion. Ignoring such short-term noise is generally the best course of action. Nonetheless, I thought I would offer some perspective as the market’s declines on Thursday and Friday (August 20th and 21st) were certainly the sharpest downward moves in US equities since 2011.

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Pitcairn Economic & Market Commentary Second Quarter 2015

In my letter last quarter, I bemoaned the lack of new developments in the investment markets, pointing out that many of the same issues (low oil prices, a strong US dollar, Ukraine, and the Middle East) that held investors’ attention at the end of 2014 were continuing to influence results in the new year. I worried about boring you with yet another rehash of possible market responses to possible Federal Reserve actions. I started that letter with the old adage, the more things change, the more they stay the same. Well, there’s another appropriate adage for this quarter’s comments – Be careful what you wish for!

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Puerto Rico Default, No Impact on Pitcairn Portfolios

August 4, 2015 – On August 3, 2015, the Puerto Rico Public Finance Corporation defaulted on most of its $58 million debt payment. Not surprisingly, this has made headlines across the financial and mainstream media. However, headlines don’t always equate to real significance and we do not believe this situation will have any meaningful effect on Pitcairn clients or the broader capital markets.

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Upcoming Events

FOX Financial Executives Forum

Presented by Family Office Exchange July 21-22, 2015...

FOX Financial Executive Council

Presented by Family Office Exchange July 20, 2015 Chicago,...

Alliance Regional Event

Presented by The Family Wealth Alliance July 16, 2015 New...

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