Thought Leadership

Forward Momentum

Forward Momentum™: Exclusive Sustainable Investing Issue

Whether referred to as Sustainable Investing, Environmental, Social and Governance (ESG) Investing, or Impact Investing, investors across generations and with a wide range of social and economic views have shown increased curiosity around whether it makes sense as a piece of their investment portfolios. In this month’s Forward Momentum™, we take a deeper dive into Sustainable Investing.
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Thought Leadership

Questions to Consider Before Jumping into Impact Investing

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Thought Leadership

VIDEO | Sustainable Investments: What You Need to Know

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Forward Momentum

Forward Momentum™: Better Decision Making Through Family Learning, Governance, and More

In this issue of Forward Momentum™ we’re sharing resources to empower families to make the right decisions the right way. Included are keys to effective family learning, best practices for family governance, and a quick five-question pulse check on how your family’s navigating the whirlwind that is 2020.
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Thought Leadership

Best Practices for Family Governance

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Thought Leadership

VIDEO | The 5As of Effective Family Learning

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Thought Leadership

Planning for Change: 2020 Estate & Gift Tax Opportunities

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Forward Momentum

Forward Momentum™: Market Insights, Measuring Your Family’s Intellectual Capital & More

Read on for our picks on what to watch, what to listen to, what to read, what to hand down, and what to ponder this month, including a conversation with Chief Investment Officer Rick Pitcairn and Managing Director of Investment Strategy Bruce Stewart. Also included is a step-by-step Family Learning activity on intellectual capital from Pitcairn's Wealth as Well-Being Inventory.
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Investment Commentary

VIDEO | Global Markets: Where They Are & Where They May Be Going

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Investment Commentary

Pitcairn Global Market Update: Supported by Fed Action, Investors Look Forward as Stocks Roar Back

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Forward Momentum

Forward Momentum™: Exclusive Philanthropy Issue

This issue of Forward Momentum™ focuses exclusively on philanthropy. Hear about five key traits our Relationship Managers have identified in their work with families. National Philanthropic Trust’s Jenna Mulhall-Brereton joins Amy Hart Clyne for a conversation about current giving trends, how our investment portfolios influence our giving strategy, and the importance of involving next generation.
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Thought Leadership

Resolving the Rising Generation Paradox

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Thought Leadership

Voices in Leadership: Trends in Philanthropy & Family Engagement in a World in Crisis

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Thought Leadership

Thoughts from Pitcairn Relationship Managers: 5 Traits for Effective Philanthropy

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Investment Commentary Thought Leadership

Voices in Leadership: Behavioral Finance in Times of Societal and Financial Crises

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Announcements

Pitcairn Names Bruce Stewart Managing Director of Client Investment Strategy

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Forward Momentum

Forward Momentum™: Fresh Insights

This week’s Forward Momentum includes the replay of a webinar with Leslie Voth and Wigmore CEOs discussing resilience during COVID-19, a new Voices in Leadership interview about successful wealth transitions, and the results from our recent survey of SFO leaders on the state of their family office during the coronavirus crisis.
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Thought Leadership

Pitcairn and Global Family Office Partners at Wigmore Association Share Communication Tips for Families

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Thought Leadership

Pitcairn Survey: For Wealthy Families, COVID-19 Creates a Combination of Emotional and Financial Challenges

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Thought Leadership

Voices in Leadership: Expert Advice on Navigating a Successful Wealth Transition

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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.