Awards

Is a second wife always destined to be a force of disruption in a business family? Amy Hart Clyne Chief Knowledge & Learning Officer and her co-author Dennis Jaffe BanyanGlobal Senior Research Associate explored this question in their book Finding Her Voice and Creating a Legacy. Clyne and Jaffe offer real-life stories of women who have transcended the cliché of the “second wife” and embraced the opportunities for family development and engagement.

Three major developments drove markets in the first quarter — the pandemic, war in Ukraine and the Federal Reserve’s increasingly hawkish stance as it tightens monetary policy.

Industry veteran brings more than two decades of legal, tax, and wealth management experience in newly created position.

Equity Strength vs Rising Inflation and the Fed

We must be prepared for noise in the capital markets as governments, companies and individuals work to find their footing in the wake of the pandemic and the unprecedented responses to it.

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.