Investment Commentary
Thought Leadership
Trusts 101: 8 Essential Terms to Know
Simple definitions to help you make sense of how trusts can protect your wealth. Designed to educate and empower you to work as a partner with the financial professionals you hire and understand their recommendations. These are some of the most important terms to learn to gain a better understanding of trusts and how they can safeguard your property.
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Thought Leadership
Why You Should Consider a Charitable Beneficiary for Your IRA
While there are many ways to accomplish your charitable giving goals both during your lifetime and after your death, one of the simplest and most effective ways can be to designate a charitable beneficiary for your individual retirement account, or IRA. Here’s why we often recommend that our clients consider this approach.
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Thought Leadership
Six Common Trust Mistakes to Avoid
Trusts can be intimidating. Few of us grow up learning what they are, and unless we study law or finance, they often remain a mystery. It’s not surprising, then, that so many families make mistakes with trusts. However, with the right education and guidance, you can avoid these common errors, protect your assets, and preserve your wealth.
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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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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.