Thought Leadership

Wealth Momentum: The New Framework for Multi-Generational Success

March 2018 – In many cases, succession plans and eventual wealth transfers fail due to a fundamental misunderstanding of a key element inherent in successfully managing wealth. That element is wealth momentum — the positive interplay of both family and financial dynamics.

The concept of wealth momentum and the balancing of family and finance capture the true challenges facing wealthy families. It is almost always the case that during transitions these issues are amplified and their true complexity is revealed.

Read more about wealth momentum.


About Third-party Links on Our Site

Pitcairn offers links to other third-party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave Pitcairn’s website and will be redirected to another site. These sites are not under the control of Pitcairn.

Pitcairn is not responsible for the content of linked third-party websites. We are not an agent for these third parties, nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information.

Also, please be aware that the security and privacy policies on these sites may be different than Pitcairn’s policies, so please read third-party privacy and security policies closely.

If you have any questions or concerns about the products and services offered on linked third-party websites, please contact the third party directly.