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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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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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Transitions Spring
Session: Why a Will is Not Enough and Other Wealth Planning Secrets
April 18, 2024 (Tampa, FL)
Pitcairn’s Managing Director of Wealth Strategies Jennifer Proper and Managing Director and Head of Florida Jay Goetschius, will be presenting at Family Business Magazine’s annual Transitions Spring. They will discuss the potential pitfalls associated with trusts and estate planning and will also share practical tips on approaching and navigating challenging conversations with family members.
