Living, Learning & Growing Together

There are many levels of financial literacy and we provide learning content and support to family members of all ages as they work to gain basic or advanced knowledge. We help family members understand financial terms, concepts, and investment positions; read financial statements; master the art of budgeting; and overall boost their confidence when it comes to understanding personal finance.

No one is born knowing how to be a wise wealth owner. Reflecting on the ways that wealth influences motivation, relationships, and life goals can help family members manage the advantages and challenges associated with substantial wealth. We guide family members through important conversations about how to fulfill responsibilities and manage risks to achieve purpose, balance and peace while being a good wealth steward within the family and community. Topics may include understanding trusts, the role of trustees and beneficiaries, as well as business and succession planning.

Uncovering individual strengths and talents is often the first step in personal growth. Our Family Engagement team can coach family members through a process of self-discovery and self-directed development that helps them find their own identity, meaning and purpose separate from their wealth.

Many families we work with have entrepreneurship in their DNA. We can help family members develop the skills and capabilities to be effective leaders and successful entrepreneurs inside or outside the family business.

How families make decisions is generally determined by their values and culture. Often families benefit from greater clarity around decision-making processes, governing bodies, and family roles. We work with families to demystify even the most complex family wealth structures. By facilitating conversations and offering insight into best practices, we guide families to a governance structure that matches their needs, values, and culture.

Our educational content is organized in a fluid framework so families and individuals can select topics that fit their interests and their life stage. We supplement our own materials with a network of experts and access to academic programs. This combination of proprietary resources and external support enables us to guide our client families on their learning journeys.

One-on-one coaching and mentoring provide valuable support for learning and development plans. Our experienced coaches provide guidance and encouragement as multigenerational families address challenges related to wealth, self-competence, and family dynamics.

Connecting with others who share interests and issues can make learning easier, more relevant, and more enjoyable. Our learning communities are also peer networking hubs for young heirs and future wealth owners. Our family-specific “cousin consortiums” are examples of peer enrichment activities that bring together different members of Pitcairn client families to share experiences and knowledge while building relationships.

When families spend quality time together, they talk about what’s important, recall treasured memories and make new ones, creating a shared history that bridges generations and strengthens family bonds. We know what it takes to plan and successfully facilitate creative family meetings that have clear objectives and that maintain the proper balance of family development, learning, and fun.

Sometimes families need help clarifying roles and responsibilities, forming or reframing family governance structures, establishing decision-making processes, or resolving conflict. We can create bespoke learning across your family enterprise. By providing an outside perspective and insight into best practices, we can help families navigate sensitive discussions.