The International Family Offices Journal asked CEO Leslie Voth and CIO Rick Pitcairn to share their views on how the Wigmore Association adds significant value to Pitcairn clients and the business.
Finding your voice as an adult is a difficult process for everyone, but can be especially challenging when you grow up in a family of wealth. Learning the rules of the road can make you more comfortable, confident, and independent as you choose your destination, plan your route, and safeguard yourself and your passengers. Here are five fundamental questions to ask yourself and advice for finding your own answers.
A family office can help your family achieve the benevolent results you desire through thoughtful planning and appropriate vehicles such as a private foundation, charitable trusts, or donor-advised funds.
Making decisions that will affect your future wealth is daunting under the best circumstances. And these days can hardly be described as the best of times. Economies are in transition, US interest rates have begun to rise, the world’s preeminent growth economy (China) is slowing and, not surprisingly, stock prices are more volatile than they have been in quite some time.
Though families come to wealth through many different paths, they often face similar challenges relating to issues of wealth and family. Pitcairn has found that education and leadership work hand-in-hand to successfully address such issues.
As part of the 2015 Family Wealth & Investment Forum, Chief Investment Officer Rick Pitcairn moderated an investment roundtable of leading financial thinkers. Rick offered Pitcairn’s perspectives on the current market environment and reflected on themes for the coming decade. He then introduced the Investment Roundtable speakers for a whirlwind tour of global politics and a closer look at our own country with insight into Federal Reserve policy, the US economy, and the equity markets.