November 6, 2020 - Chief Investment Officer Rick Pitcairn and our expert panel discussed likely policy priorities as a result of the election outcome and explained what this means to portfolios. From investments to taxes to estate planning opportunities, the panel walks through all the major issues and offers actionable insights.
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.
