Thought Leadership


Forward Momentum™: Fresh Insights

 

KEEPING TODAY'S FAMILIES INFORMED AND INSPIRED

Our goal is to keep you inspired, informed, and connected to the leading voices and current thinking in the industry. 

 

This week, Managing Director of Strategy Andy Busser sat down with CIO Rick Pitcairn to discuss the current state of the markets. In this video, they discussed where we are now in terms of personal health, the global markets and economies, and political trajectories. Rick also shared his short-term outlook for 2020 and recommendations for client portfolios.

WATCH VIDEO

 

Wealth Planning: A Silver Lining in a Global Crisis

With today's current environment, now is an advantageous time to explore wealth planning opportunities. We have put together a sampling of the conversations we are having with many of our families to help them navigate through this uncharted territory.  

READ ARTICLE

 

Coronavirus Tax Regulations: Impacts on Pitcairn Clients

In response to the growing coronavirus pandemic, many new regulations and updates have been signed into law. With much information to decipher, we’ve highlighted the provisions we believe will most likely have an impact on your family.

TAX HIGHLIGHTS

 

 

FinLit Family Fun

If you're looking for some “edutainment” to bring the family together during this stay at home mandate, look no further than the good old classic board game. The Gen7 Project™ team has recommended several board games that will allow you to not only connect and have fun with your family, but also create an arena for learning and further conversations about financial literacy – FinLit.

VIEW OUR RECOMMENDATIONS


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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.

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Our Latest News


Forward Momentum™: Fresh Insights

 

KEEPING TODAY'S FAMILIES INFORMED AND INSPIRED

Our goal is to keep you inspired, informed, and connected to the leading voices and current thinking in the industry. 

 

This week, Managing Director of Strategy Andy Busser sat down with CIO Rick Pitcairn to discuss the current state of the markets. In this video, they discussed where we are now in terms of personal health, the global markets and economies, and political trajectories. Rick also shared his short-term outlook for 2020 and recommendations for client portfolios.

WATCH VIDEO

 

Wealth Planning: A Silver Lining in a Global Crisis

With today's current environment, now is an advantageous time to explore wealth planning opportunities. We have put together a sampling of the conversations we are having with many of our families to help them navigate through this uncharted territory.  

READ ARTICLE

 

Coronavirus Tax Regulations: Impacts on Pitcairn Clients

In response to the growing coronavirus pandemic, many new regulations and updates have been signed into law. With much information to decipher, we’ve highlighted the provisions we believe will most likely have an impact on your family.

TAX HIGHLIGHTS

 

 

FinLit Family Fun

If you're looking for some “edutainment” to bring the family together during this stay at home mandate, look no further than the good old classic board game. The Gen7 Project™ team has recommended several board games that will allow you to not only connect and have fun with your family, but also create an arena for learning and further conversations about financial literacy – FinLit.

VIEW OUR RECOMMENDATIONS


Share