Pitcairn’s CEO Leslie Voth contributes her expertise on the life cycle of the family office in the new book, Family Offices: The STEP Handbook for Advisers.
Pitcairn is among the first in the financial industry to apply a sophisticated portfolio overlay, our Tax Optimization Program, to help protect client investments from tax erosion.
The World Economic Forum published a report on Impact Investing: A Primer for Family Offices. The report serves as a resource and tool that family offices can use to begin conversations with their families and advisors.
Significant wealth takes on a real presence in the lives of individuals and families, creating both rare opportunities and imposing great demands. Pitcairn addresses the role of the family office and how it can help manage the relationship between family and wealth.