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The Fundamental Elements of Wealth Momentum™

For wealthy families, smart investment management matters. But to maintain wealth over generations, it’s not the only thing that matters. Achieving Wealth Momentum™ – The positive interplay of both family and financial dynamics – requires a focus on three key components that all successful families recognize: Innovation, Integration, and Communication. Research shows that these fundamental elements allow families to successfully pass on their wealth to the next generation.
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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.