Forward Momentum™: Fresh Insights



Our goal is to keep you inspired, informed, and connected to the leading voices and current thinking in the industry. 


This week, Managing Director of Strategy Andy Busser sat down with CIO Rick Pitcairn to discuss the current state of the markets. In this video, they discussed where we are now in terms of personal health, the global markets and economies, and political trajectories. Rick also shared his short-term outlook for 2020 and recommendations for client portfolios.



Wealth Planning: A Silver Lining in a Global Crisis

With today's current environment, now is an advantageous time to explore wealth planning opportunities. We have put together a sampling of the conversations we are having with many of our families to help them navigate through this uncharted territory.  



Coronavirus Tax Regulations: Impacts on Pitcairn Clients

In response to the growing coronavirus pandemic, many new regulations and updates have been signed into law. With much information to decipher, we’ve highlighted the provisions we believe will most likely have an impact on your family.




FinLit Family Fun

If you're looking for some “edutainment” to bring the family together during this stay at home mandate, look no further than the good old classic board game. The Gen7 Project™ team has recommended several board games that will allow you to not only connect and have fun with your family, but also create an arena for learning and further conversations about financial literacy – FinLit.



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.