Pitcairn Update, June 2018 – Effectively charting a course for life after retirement means looking closely at and planning across four specific areas of impact: health care, legal management, family, and financial management.
May 15, 2018 – Looking through the lens of Wealth Momentum™, an experience-based family office model, Pitcairn identifies the three human dimensions of family wealth – The Individual, The Interpersonal, and The Institutional.
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.