Wealth Momentum: The New Framework for Multi-Generational Success

March 2018 – In many cases, succession plans and eventual wealth transfers fail due to a fundamental misunderstanding of a key element inherent in successfully managing wealth. That element is wealth momentum — the positive interplay of both family and financial dynamics.

The concept of wealth momentum and the balancing of family and finance capture the true challenges facing wealthy families. It is almost always the case that during transitions these issues are amplified and their true complexity is revealed.

Read more about wealth momentum.


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.