Investment Commentary
Thought Leadership
Abundant Sunshine and Smaller Tax Bills: Could Florida Be the Right State for You?
Families with the means and flexibility to choose where they live are often drawn to Florida with its warm winters, beautiful beaches, rich culture, and favorable tax code. If you are anticipating a liquidity event or a life change such as retirement, you may be wondering whether Florida is an advantageous place to call home.
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Thought Leadership
Successfully Changing Your Tax Residency Requires More Than a Change of Address
Where you reside has a substantial effect on how much you pay in taxes. Families with the means and flexibility to choose where they live, particularly those anticipating a liquidity event or a life change such as retirement may be looking for a more tax advantageous place to call home.
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Thought Leadership
The Second Marriage: Is it always destined to be a force of disruption in a family business?
Is a second wife always destined to be a force of disruption in a business family?
Amy Hart Clyne Chief Knowledge & Learning Officer and her co-author Dennis Jaffe BanyanGlobal Senior Research Associate explored this question in their book Finding Her Voice and Creating a Legacy. Clyne and Jaffe offer real-life stories of women who have transcended the cliché of the “second wife” and embraced the opportunities for family development and engagement.
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Investment Commentary
Macroeconomic Outlook: War and Inflation Amplify Winds of Change
Three major developments drove markets in the first quarter — the pandemic, war in Ukraine and the Federal Reserve’s increasingly hawkish stance as it tightens monetary policy.
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Latest News
Jennifer Proper Joins Pitcairn as Managing Director, Wealth Strategies
Industry veteran brings more than two decades of legal, tax, and wealth management experience in newly created position.
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Investment Commentary
Macroeconomic Outlook: A Clash of the Titans
Equity Strength vs Rising Inflation and the Fed
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Investment Commentary
Macroeconomic Outlook: From Delta to Data to Politics, Noisy Quarter Rattles Markets
We must be prepared for noise in the capital markets as governments, companies and
individuals work to find their footing in the wake of the pandemic and the unprecedented responses to it.
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Investment Commentary
The Market in Five Charts: Are we seeing the start of a market correction?
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Investment Commentary
Macroeconomic Outlook: Optimism and Uncertainty Collide
While there has been plenty of good news this summer, with robust GDP growth and weekly market highs, Chief Investment Officer Rick Pitcairn feels a bit apprehensive as COVID continues to add volatility and a sense of jitters that may muffle a full-bore "back to normal."
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Thought Leadership
Your IRA Reset: How to Assess Your IRA Planning in 2021 and Beyond
A once-in-a-century global pandemic calls for families of wealth to reassess their IRA planning in 2021 and beyond. Pitcairn Relationship Manager Mark Robinson, CFP®, CFTA outlines the foundation of IRA planning for wealthy families and highlights how the most recent legislative changes to factor into key planning opportunities.
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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.