Awards

While there has been plenty of good news this summer, with robust GDP growth and weekly market highs, Chief Investment Officer Rick Pitcairn feels a bit apprehensive as COVID continues to add volatility and a sense of jitters that may muffle a full-bore "back to normal."

A once-in-a-century global pandemic calls for families of wealth to reassess their IRA planning in 2021 and beyond. Pitcairn Relationship Manager Mark Robinson, CFP®, CFTA outlines the foundation of IRA planning for wealthy families and highlights how the most recent legislative changes to factor into key planning opportunities.

Pitcairn is a family operating business focused on multi-generational families, serving as the family office for families of wealth across major life events, including the birth of a son or daughter. Relationship manager David Slover shares his personal experience in executing on key financial and estate planning documents for newborns.

Pitcairn's multi-generational success comes from decades of learnings and a process of preparing family directors for Board service. Andrew Pitcairn offers his perspectives on how best to identify, inform, and engage family members to support robust family governance.

Pitcairn Chief Investment Officer Rick Pitcairn assesses a promising macroeconomic picture and how it forms his outlook for investment markets and the transition to a "new normal" with COVID-19.

In this issue of Forward Momentum™, we launch two new series on family and financial, as well as give an update on the recent tax chatter.

In this issue of Forward Momentum™, we share some established best practices to follow when embarking on your family’s values journey.