Estate and Succession Planning: Preserving Wealth and Legacy


MarketCurrents, February 22, 2018 – MarketCurrents ’’first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish. The issue highlights Pitcairn’s inaugural Wealth Momentum™ Index and the importance of aligning family goals with their estate and succession plans. According to President & CEO Leslie Voth, “Estate planning should start with the family…It should focus on their visions, values, and legacy.”

The edition also provides a next generation perspective on preparing heirs to be good stewards of wealth and how and why it is key to embrace the change that the next generation will bring.


Read more. (A subscribtion to MarketCurrents may be required in order to view the publication.)


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.