A Look at the Proposed Tax Legislation

Posted by on Dec 14, 2017 in Articles

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.

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The Fundamental Elements of Wealth Momentum™

Posted by on Dec 7, 2017 in Articles

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.

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Dispelling Three Myths about Smart Beta Investing

Posted by on Nov 3, 2017 in Articles, Investment Commentary

Pitcairn Update, November 2017 – While smart beta is the hot trend investors are flocking to, many are doing so without a complete understanding of what they’re getting into. That’s never a good thing. Before we dispel three of the most common myths about smart beta investing, there are some fundamental elements of smart beta that everyone should understand.

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Family Vacation Home Succession Planning: A Discussion Guide

Posted by on Oct 30, 2017 in Articles

October 30, 2017 – Vacation homes and other shared properties present a unique challenge for families looking to successfully transition the home from one generation to the next. While a structure may transfer ownership, what it does not do is create a comprehensive framework for how family members will use and share the property. It’s only a starting point. Pitcairn is proud to offer this discussion guide as a resource to help families open a dialogue and create a plan for the family vacation home.

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The Equifax Data Breach

Posted by on Sep 14, 2017 in Articles

Pitcairn Update, September 2017 – On September 7, 2017, Equifax announced a massive data security breach that exposed vital personal identification data – including names, addresses, birth dates, and Social Security numbers – possibly affecting as many as 143 million consumers, roughly 55% of Americans age 18 and older. The following provides answers to questions you may have and offers specific steps you can take to monitor your personal information.

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