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Forward Momentum™: Fresh Insights

 

KEEPING TODAY'S FAMILIES INFORMED AND INSPIRED

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

 

 

Wigmore CEO Insights: What is Happening at Partner Firms Around the Globe

Pitcairn's Chairman, CEO & President Leslie Voth recently participated in a webinar with fellow Wigmore Association founding members, Tom McCullough, Chairman and CEO of Northwood, located in Canada, and James Fleming, CEO of Sandaire, located in London. Watch to learn more about how resilience is playing an integral part in their respective firms and in the families they serve. 


WATCH THE WEBINAR

 

 

 

Expert Advice on Navigating a Successful Wealth Transition 

In this podcast, Chief Knowledge & Learning Officer, Amy Hart Clyne speaks with Amy Castoro, President and CEO of the Williams Group, a family coaching firm in San Clemente, CA, and co-author of Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy. In their discussion, they talk about wealth transitions, including:

  • The reasons why families fail at transitioning their legacies
  • COVID threats to family legacies, as well as emerging opportunities
  • The importance of establishing family roles
  • The money conversation – the fear of starting it and the cost of waiting

 

LISTEN TO THE PODCAST

 

 

COVID-19 Pulse Survey Shows Emotional & Technological Challenges in Family Office Structures

Pitcairn recently conducted a pulse check of 32 single family office leaders about the challenges they face from the COVID-19 pandemic as it relates to the families they lead or support. More than half of these leaders are seeing COVID has a major emotional challenge for their families and a strong need to enhance technological capabilities.

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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.