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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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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.
Explore - Insights & News
Markets like certainty and a definitive victory for one side in the US presidential election gave investors a sign of relief. Chief Global Strategist Rick Pitcairn says in the latest Market in 5 Charts that the bullish sentiment post-election is partly because of the outcome and business fundamentals. Optimism driven by corporate earnings and sector trends, particularly the rise of crypto assets like Bitcoin, have countered declines in gold and specific sectors like pharma. But as Rick notes, “there’s a lot of inflationary pressures coming out of potential Trump policies, and the market’s watching that.”