Investment Commentary


Forward Momentum™: Fresh Insights into Families and Markets

 


Exclusive Series on Family & Wealth with Expert and Author Jay Hughes

As part of our ongoing Voices in Leadership series, Pitcairn Chief Knowledge and Learning Officer Amy Hart Clyne sat down with Jay Hughes, an established expert and author on how families can create strategies to preserve their human and intellectual capital as well as their financial assets. Their conversations deliver a deep dive into how today’s multigenerational families can find prosperity and happiness now and into future generations.

Over the next several weeks, we’ll be sharing excerpts from their conversations on the Pitcairn website. Each series of videos will focus on a crucial theme for multigenerational families and provide insights and anecdotes to help family members better understand each other and their family’s journey.

In our first series, Amy and Jay reflect on Family & Wealth – two simple words with complex meanings and implications.

WATCH THE CONVERSATIONS

 

Chris Verrone of Strategas Kicks Off New Market Insight Series

Welcome to our newest investment communication: The Market in Five Charts. Each month, we will take a closer look at five topical charts that illuminate what’s going on in the markets and their implications for your portfolio’s long-term success.

To kick off our series, CIO Rick Pitcairn recently met with Chris Verrone, Partner and Head of Technical & Macro Strategy at Strategas. In the video, Chris shares the following five charts:

  • Unique Crisis - Ordinary Market
  • Remembering, "The Great Rotation"
  • 1999? Not yet. The "Average Stock" is Dominant Today
  • Consumer Discretionary Still Says, "Early Cycle"
  • Getting Comfortable on the Right Side of the Bell Curve

WATCH THE CONVERSATION

 

Making Sense of the Recent Tax Chatter

By Matthew R. Hilbert, CPA - Pitcairn Director of Tax

 

Now that the Biden administration has passed its signature legislation, the American Rescue Plan Act (ARPA), attention is focused on future legislation, including potential tax increase. While there is no current proposal package, a review of the Biden tax plan published during the campaign is a good place to start.

President Biden has promised not to raise taxes on people making under $400,000 annually and is committed to ensuring that the wealthy and corporations pay their “fair share.” The focus is on the ultra high net worth community. 

The following piece includes an in-depth look at how the tax proposals would impact UHNW families and the projected 10-year revenue, as well as 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.