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Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies...

Leslie Voth, President and Chief Executive Officer of Pitcairn comments on how to nurture the next generation of advisory and relationship talent within your office, and proactively manage transitions in the office.

Family leaders are finding that to cultivate family members’ interests, talents, dreams and careers to their fullest potential, they need to constantly develop new strategies, new roles, and new understandings. Ann Dugan of the Institute for Entrepreneurial Excellence and Pitcairn Chairman Dirk Jungé led this 2012 FOX Fall Forum session that d...

In preparing for the birth of his daughter, David Slover developed a to-do list each parent should think about executing. Topics shared include Last Will and Testament, Financial and Healthcare Powers of Attorney, Living Will, Life Insurance Policies and Retirement Accounts.

Wealthy families embark on a voyage of important mile markers, as well as inevitable excursions and pleasant surprises. No two journeys are alike, but this insurance road map can inform you of lurking hazards, help you and your family avoid them, and get you to your destination safe and sound.

Families with the means and flexibility to choose where they live, particularly those anticipating a liquidity event or a life change such as retirement may be looking for a more tax advantageous place to call home. Changing your tax residency has many potential positives, but it’s not as simple as filing a change of address with the U.S Postal Ser...

It is important for families to develop a comprehensive risk management strategy as they navigate the blessings and burdens, as well as the choices and challenges, that come with significant wealth. This piece focuses on the potential insurance risks and costs associated with life's milestones and possessions.

Before changing your residency to a new state for income tax purposes, consider the items outlined in this checklist. For additional insights, read more on how to successfully change your tax residency.

Selecting the right trustee is one of the most important decisions a grantor will make. The role of trustee has evolved significantly over the 21st century, and today’s trustee needs to recognize that a trust is rooted in a human relationship, not just a legal one. When selecting your trustee, look for the 7 traits to help you select the righ...

In this segment of The Market in Five Charts, Chief Investment Officer Rick Pitcairn addresses the Ukraine crisis and its impact on capital markets through the following lens:US equity market is resilientEuropean dependence on Russian oil Cooling equity market speculation is one of the US Fed’s desired outcomesUS Fed policy is made more ...

Finding the right single family office (SFO) talent takes time and preparation. With the right approach and a strong network of supporting expertise, it is possible to find the right leader who captures that rare trifecta of SFO talent needs: (1) technical acumen in investments, legal structures, and accounting; (2) strong interpersonal skills incl...

No matter if a family enterprise is establishing an Advisory Board, Fiduciary Board, or Owners Board, considerations must include the roles that family members might play and how best to prepare them for service. As a fourth-generation Pitcairn family member and family governance leader within a pioneering multi-family office, Andrew Pitcairn share...

Being asked to oversee a family trust is a big deal. It’s a huge responsibility, and one you may not feel prepared to accept. Even if you’ve participated in or been exposed to the world of trusts, you may not have the knowledge or skills to be an effective trustee right now. The first step in deciding whether to accept this role is to learn more ab...

While it might seem like a great position to hold a concentrated position in a low-basis stock that has appreciated over time, it poses several challenges related to investment risk and taxes. Here are some charitable options for lowering your risk while doing the most good with your gains, whether that means giving to a worthy cause, gifting to a ...