Thought Leadership


Estate and Succession Planning: Preserving Wealth and Legacy

 

MarketCurrents, February 22, 2018 – MarketCurrents ’’first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish. The issue highlights Pitcairn’s inaugural Wealth Momentum™ Index and the importance of aligning family goals with their estate and succession plans. According to President & CEO Leslie Voth, “Estate planning should start with the family…It should focus on their visions, values, and legacy.”

The edition also provides a next generation perspective on preparing heirs to be good stewards of wealth and how and why it is key to embrace the change that the next generation will bring.

 

Read more. (A subscribtion to MarketCurrents may be required in order to view the publication.)

Share

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.

Our Latest News


Estate and Succession Planning: Preserving Wealth and Legacy

 

MarketCurrents, February 22, 2018 – MarketCurrents ’’first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish. The issue highlights Pitcairn’s inaugural Wealth Momentum™ Index and the importance of aligning family goals with their estate and succession plans. According to President & CEO Leslie Voth, “Estate planning should start with the family…It should focus on their visions, values, and legacy.”

The edition also provides a next generation perspective on preparing heirs to be good stewards of wealth and how and why it is key to embrace the change that the next generation will bring.

 

Read more. (A subscribtion to MarketCurrents may be required in order to view the publication.)

Share