Forward Momentum™


KEEPING TODAY'S FAMILIES INFORMED, INSPIRED, AND CONNECTED TO THE LEADING VOICES AND CURRENT THINKING IN THE INDUSTRY

 

Forward Momentum™: Exclusive Sustainable Investing Issue

October 22, 2020
Whether referred to as Sustainable Investing, Environmental, Social and Governance (ESG) Investing, or Impact Investing, investors across generations and with a wide range of social and economic views have shown increased curiosity around whether it makes sense as a piece of their investment portfolios. In this month’s Forward Momentum™, we take a deeper dive into Sustainable Investing.
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Forward Momentum™: Better Decision Making Through Family Learning, Governance, and More

September 24, 2020
In this issue of Forward Momentum™ we’re sharing resources to empower families to make the right decisions the right way. Included are keys to effective family learning, best practices for family governance, and a quick five-question pulse check on how your family’s navigating the whirlwind that is 2020.
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Forward Momentum™: Market Insights, Measuring Your Family’s Intellectual Capital & More

August 23, 2020
Read on for our picks on what to watch, what to listen to, what to read, what to hand down, and what to ponder this month, including a conversation with Chief Investment Officer Rick Pitcairn and Managing Director of Investment Strategy Bruce Stewart. Also included is a step-by-step Family Learning activity on intellectual capital from Pitcairn's Wealth as Well-Being Inventory.
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Forward Momentum™: Exclusive Philanthropy Issue

July 16, 2020
This issue of Forward Momentum™ focuses exclusively on philanthropy. Hear about five key traits our Relationship Managers have identified in their work with families. National Philanthropic Trust’s Jenna Mulhall-Brereton joins Amy Hart Clyne for a conversation about current giving trends, how our investment portfolios influence our giving strategy, and the importance of involving next generation.
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Forward Momentum™: Fresh Insights

June 04, 2020
This week’s Forward Momentum includes the replay of a webinar with Leslie Voth and Wigmore CEOs discussing resilience during COVID-19, a new Voices in Leadership interview about successful wealth transitions, and the results from our recent survey of SFO leaders on the state of their family office during the coronavirus crisis.
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Forward Momentum™: Fresh Insights

May 21, 2020
This week's episode of Voices in Leadership features a podcast interview with CIO Rick Pitcairn and Bullseye Brief's Adam Johnson. We also share best practices for turning life lessons into fun and educational activities as well as what's happening at Pitcairn.
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Forward Momentum™: Fresh Insights

May 07, 2020
In our new episode of Voices in Leadership, Chief Knowledge & Learning Officer Amy Hart Clyne and family governance consultant Peter Begalla discuss how family governance structures are being impacted by the pandemic as well as opportunities for decision-making and communicating. In addition, Amy shares best practices in conducting a virtual family meeting and CIO Rick Pitcairn delivers his latest Global Market Update along with a short video highlighting his main points.
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Forward Momentum™: Fresh Insights

April 23, 2020
CIO Rick Pitcairn discusses the current state of the global market environment, where we are now, and political trajectories. In addition, we look at wealth planning opportunities and tax regulation impacts for families as well as offer some fun "edutainment" for the family.
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Forward Momentum™: Fresh Insights

April 08, 2020
Welcome to Forward Momentum™, prepared by the Gen7 Project™. Our goal is to keep you inspired, informed, and connected to the leading voices and current thinking in the industry.
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