Investment Commentary

Investment Commentary

Investment Update: The Market in Five Charts

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Thought Leadership

Voices in Leadership: Family & Wealth

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Thought Leadership

Making Sense of the Recent Tax Chatter

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Forward Momentum

Forward Momentum™: Defining Family Values, Market Highlights & More

In this issue of Forward Momentum™, we share some established best practices to follow when embarking on your family’s values journey.
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Announcements

Pitcairn Announces Key Promotion

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Thought Leadership

Defining Evolving Family Values

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Investment Commentary

VIDEO | Global Market Update: A Conversation with Rick Pitcairn & Andy Busser

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Investment Commentary

Pitcairn Global Market Update: 2020 Taught Us a Decade of Lessons in a Single Year

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Forward Momentum

Forward Momentum™: Post-Election Issue

In this issue we look at perspectives on the pandemic, markets, election, and the impact on portfolios.
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Thought Leadership

Post-Election Perspective Webinar Recording

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Investment Commentary

Pitcairn Global Market Update: Equity Markets Rise Above Politics and a Pandemic

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Announcements

The Family Wealth Alliance Announces 2020 Young Professionals Awards Winners

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Forward Momentum

Forward Momentum™: Exclusive Sustainable Investing Issue

Whether referred to as Sustainable Investing, Environmental, Social and Governance (ESG) Investing, or Impact Investing, investors across generations and with a wide range of social and economic views have shown increased curiosity around whether it makes sense as a piece of their investment portfolios. In this month’s Forward Momentum™, we take a deeper dive into Sustainable Investing.
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Thought Leadership

Questions to Consider Before Jumping into Impact Investing

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Thought Leadership

VIDEO | Sustainable Investments: What You Need to Know

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Forward Momentum

Forward Momentum™: Better Decision Making Through Family Learning, Governance, and More

In this issue of Forward Momentum™ we’re sharing resources to empower families to make the right decisions the right way. Included are keys to effective family learning, best practices for family governance, and a quick five-question pulse check on how your family’s navigating the whirlwind that is 2020.
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Thought Leadership

Best Practices for Family Governance

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Thought Leadership

VIDEO | The 5As of Effective Family Learning

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Thought Leadership

Planning for Change: 2020 Estate & Gift Tax Opportunities

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Forward Momentum

Forward Momentum™: Market Insights, Measuring Your Family’s Intellectual Capital & More

Read on for our picks on what to watch, what to listen to, what to read, what to hand down, and what to ponder this month, including a conversation with Chief Investment Officer Rick Pitcairn and Managing Director of Investment Strategy Bruce Stewart. Also included is a step-by-step Family Learning activity on intellectual capital from Pitcairn's Wealth as Well-Being Inventory.
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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.