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Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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What We Do
Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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July 8 – July 25, 2024 (Live Online)
Welcome to our active learning workshop tailored to help young people (ages 18 to 25) get up to speed on the essentials of personal finance. Designed to provide foundational knowledge, Pitcairn’s 2024 Summer Session will empower you to make informed financial decisions as you launch into adulthood and achieve financial independence.
Session 1 – Strengths Discussion – Monday, July 8
Pre-work includes completing the CliftonStrengths Assessment. During the session, participants will discover ways to harness and develop their personal strengths.
Session 2 – Financial Literacy & Consumer Skills – Thursday, July 11
Discover the connection between your emotions and your finances, set goals, and learn necessary skills for online shopping.
Session 3 – Crafting Your Own Saving & Spending Plans – Monday, July 15
Master the art of budgeting so that it aligns with your short- and long-term goals. Explore the array of savings, checking, and retirement accounts available and come away knowing how to choose the right account(s) for your specific situation. Crack the code on reading and reviewing financial statements so that you can always stay well-informed about your current financial position.
Session 4 – Investments – Thursday, July 18
Increase your knowledge about investing and learn the difference between different types of investments. Understand why certain asset classes perform in specific ways in your portfolio.
Session 5 – Debt, Credit, & Financing Options – Monday, July 22
Examine the pitfalls of spending more than you have and learn to make a realistic and rewarding action plan for dealing with debt.
Session 6 – Philanthropy & Estate Planning – Thursday July, 25
Discover why it is important to give back and create meaning within your community. Learn the best practices of estate planning.
Contact RisingGen@pitcairn.com for more details.