Forward Momentum™: Fresh Insights



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



Shepherding America's Wealth During Corona 

This week, CIO Rick Pitcairn was a guest on Adam Johnson's Bullseye Brief podcast. Launched in 2016, Bullseye is aimed at exploring people and companies changing the world. Adam began his finance career at Merrill Lynch before moving to ING Furman Selz and Louis Dreyfus. He later anchored at Bloomberg, interviewing executives, heads of state, and Nobel laureates. In his Bullseye podcast series, Johnson delivers thoughtful conversations about money and life. In this week's episode, Adam and Rick discuss how Pitcairn is steering through the storm as well as why trading less is more, how to immunize our portfolio, and where to find your place of calm.





Family Learning in the Time of COVID-19 and Beyond

Best Practices for Turning Life Lessons into Fun and Educational Activities

Love it or hate it, children are becoming more accustomed to their parents serving as teachers. Now, before the "school year" ends, is an opportune time to expand upon family learning. We have established some innovative best practices to make family learning more impactful, relevant, and meaningful for children. Warning, some best practices may include screen time (but it's for a really important cause).







#PitcairnGivesBack to Essential Workers at Abington Hospital

Pitcairn teamed up with La Prima Catering to help provide meals to the staff working diligently and around the clock at Abington Hospital - Jefferson Health. We are appreciative of their hard work and sacrifices to help protect our local families and community during this pandemic.



Practicing What We Preach

To support financial literacy and a strong culture of learning, the Gen7 Project and Human Resource teams collaborated and sent out The Allowance Game to all employees with elementary school-age children. Learn more about our recommended FinLit Family Fun.


Employee Gratitude Survey

During a recent Monday Morning Huddle, the results of an employee gratitude survey were shared with the firm. Many were most thankful for family, health, friends, and Pitcairn. Yet it was the little things people shared that we really enjoyed.

  • Learning to play the ukulele
  • Setting up a bioactive terrarium
  • Taking food to the food pantry
  • Baking banana bread
  • Video games to keep my kids busy
  • Saving on gas
  • Netflix
  • Ben & Jerry's Chunky Monkey
  • Hair dye
  • More walks with the dog
  • Cheese
  • Zoom

#PitcairnGivesBack and #FitPit Host a Step Challenge

Two of Pitcairn's employee-led initiatives, #PitcairnGivesBack and #FitPit teamed up to host a step challenge in support of Giving Tuesday Now on May 5. The winner, Dain Kistner, chose to donate his monetary award to Philabundance, the largest hunger relief organization in the Philadelphia region.



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.