Pitcairn Update, October 2018 – Family leaders work hard to create and sustain wealth that will extend to future generations and create a lasting family legacy. Yet when it comes to actually talking about wealth and communicating what it means for the family, many avoid critical conversations and delay discussions.
Pitcairn Update, September 2018 – In developing an educational framework for family wealth, family leaders should work to develop a structured curriculum that passes on best practices, family philosophy, and practical knowledge.
August 16, 2018 – Continuing our conversation about Wealth at 100, Pitcairn has developed a discussion guide to help families bring the challenges and opportunities surrounding longevity out into the open, to drive meaningful conversations, and to create lasting solutions.
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.