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.
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.
Pitcairn Update, August 2017 – With just a few words, the world’s most effective and successful brands can sum up not just what they do, but how and why they do it with a succinct mission statement.
As part of the annual Family Wealth & Investment Forum, Pitcairn hosted a roundtable discussion of several leading entrepreneurial thinkers. (Video)
In the midst of what feels like monumental global change, Pitcairn hosted its annual Family Wealth & Investment Forum on November 13-14, 2016. Central to the Forum’s content was an investment roundtable led by Chief Investment Officer Rick Pitcairn.
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.