Awards

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.

In this issue we look at perspectives on the pandemic, markets, election, and the impact on portfolios.