FFI Global Conference Miami 2019

The New Frontier: Disruption and Co-creation in the Field of Family Enterprise

Sponsor: Pitcairn

Presentation: Stress Testing Your Family’s Longevity Plan

What would happen if a family member was to live to 100 and how would that impact the family enterprise? We will look at four spheres—financial, healthcare, legal and family—warranting careful consideration and discussion when it comes to planning for longevity and wealth, ensuring family success.

Presenters: Brett Scola, Managing Director, Pitcairn; Susan Weinstock, AARP

 

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About Pitcairn

Pitcairn is a true family office and leader in helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics. Through Wealth Momentum®, an experience-based family office model, Pitcairn helps families achieve a more effective and complete experience. Since its inception, Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes – year to year, decade to decade, generation to generation. Today, Pitcairn is recognized as an innovator, guiding families through generational transitions and redefining the industry standard for family offices. The firm is located in Philadelphia, with offices in New York and Washington, DC and a network of resources around the world