March 2018 – As this year’s tax day approaches, many people will already be looking ahead to next year when the new tax law will be in effect. Pitcairn takes a closer look at how the tax reform will impact a few different types of taxpayers.
March 2018 – In many cases, succession plans and eventual wealth transfers fail due to a fundamental misunderstanding of a key element inherent in successfully managing wealth. That element is wealth momentum—the positive interplay of both family
and financial dynamics.
January 2, 2018 – The 2017 Pitcairn Family Wealth & Investment Forum took place November 12-13 in Philadelphia. The following video clips are highlights from the event.
Pitcairn Update, January 2018 – A look back at the 2017 Pitcairn Family Wealth & Investment Forum.
Pitcairn Update, December 14, 2017 – There have been a multitude of articles, discussions, and opinions about the House and Senate tax overhaul bills. Until now, we have not weighed in on the various proposals due to the high level of uncertainty about what may be included in the final bill. But this week there appears to be significant movement within the conference committee which leads us to believe that tax reform is very close to becoming a reality. With that in mind, we sat down with our Director of Tax, Matthew R. Hilbert, CPA/PFS for a brief Q&A.
December 7, 2017 – For wealthy families, smart investment management matters. But to maintain wealth over generations, it’s not the only thing that matters. Achieving Wealth Momentum™ – The positive interplay of both family and financial dynamics – requires a foucs on three key components that all successful families recognize: Innovation, Integration, and Communication. Research shows that htese fundamental elements allow families to successfully pass on their wealth to the next generation.