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Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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In June 2024, Pitcairn hosted a one-of-a-kind multigenerational family event at the New York Stock Exchange that we called the 2Gen Exchange. Each guest was encouraged to bring a family member of a different age group (a parent, a grandparent, younger sibling, cousin, etc.) to share in the excitement of the day. In total, 63 Pitcairn clients, guests, and friends of the firm gathered at the NYSE, the world’s largest and most prestigious stock exchange, for what was a highly engaging and educational experience.
Speaker highlights included retired CEO and Pitcairn client Amy Tait, who, during her career, took two companies public on the NYSE. A separate session was with finance industry thought leaders father and son Jim and Patrick O’Shaughnessy. Jim is widely recognized as a pioneer of quantitative equity analysis and is one of America’s leading experts on investing.
Here are video excerpts from their respective sessions.
From Private to Public: The IPO Journey
Retired CEO and Pitcairn client Amy Tait discusses the journey her family enterprise took to go from being a privately held commercial real estate owner of apartments to a successful REIT.
On Investing & Entrepreneurship with Jim & Patrick O’Shaughnessy
Father and son Jim and Patrick O’Shaughnessy reflect on their investing philosophy and family enterprise leadership transition caused by succession in this excerpt from a 75-minute session. Jim is the retired chairman and CEO of O’Shaughnessy Asset Management LLC. He is also the founder & CEO of O’Shaughnessy Ventures LLC. Patrick is the former CEO of O’Shaughnessy Asset Management and also the founder of Positive Sum & Colossus.