Investment Commentary

Investment Commentary

The Market in Five Charts: What's Shaping the Market Narrative

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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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Investment Commentary

The Market in Five Charts: Optimism and Uncertainty Collide

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Thought Leadership

Preparing for Parenthood: My Story on Becoming Financially Ready

Pitcairn is a family operating business focused on multi-generational families, serving as the family office for families of wealth across major life events, including the birth of a son or daughter. Relationship manager David Slover shares his personal experience in executing on key financial and estate planning documents for newborns.
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Investment Commentary

The Market in Five Charts: Anomalies Make it a Tricky Time to Make Market Bets

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Thought Leadership

Family Directors: An Insider's Perspective from a Seven-Generation Family

Pitcairn's multi-generational success comes from decades of learnings and a process of preparing family directors for Board service. Andrew Pitcairn offers his perspectives on how best to identify, inform, and engage family members to support robust family governance.
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Thought Leadership

Voices in Leadership: Black Hole Theory

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Investment Commentary

The Market in Five Charts: Don’t Let Mixed Short-Term Signals Clutter Long-Term Thinking

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Investment Commentary

Macroeconomic Outlook: What a Difference a Year Makes

Pitcairn Chief Investment Officer Rick Pitcairn assesses a promising macroeconomic picture and how it forms his outlook for investment markets and the transition to a "new normal" with COVID-19.
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Thought Leadership

The State of the Union: Tax Policy is on the Agenda

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Investment Commentary

The Market in Five Charts: Plenty to Be Bullish About

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Forward Momentum

Forward Momentum™: Fresh Insights into Families and Markets

In this issue of Forward Momentum™, we launch two new series on family and financial, as well as give an update on the recent tax chatter.
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Thought Leadership

Voices in Leadership: The Rising Generation

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Investment Commentary

The Market in Five Charts: Good Signs as Recovery Continues

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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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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.