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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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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.
Explore - Insights & News
A year ago, the consensus for the market was negative. Most economists and investment managers saw a recession coming. But the market and the overall economy surprised us all, says Chief Global Strategist Rick Pitcairn in this month’s Market in 5 Charts. Indeed, U.S. stocks ended 2023 strongly with December among the top 10 of all months in the last 40 years. “The sentiment and momentum indicators right now are quite strong,” Pitcairn says.