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Who We Are
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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Wharton Private Wealth Management Program
April 28 – May 3, 2024 (Philadelphia, PA)
This deep dive into understanding financial terms and investment performance metrics promises to be a transformative experience for individuals who wish to deepen their knowledge about family asset management.
This six-day program, offered in conjunction with the Institute for Private Investors (IPI) since 1999, is specifically designed for ultra-high-net-worth individuals and families who are in transition from illiquid to liquid assets or whose leadership is shifting from one generation to the next. The participant mix is generally 60% rising generation and 40% wealth creators. The cost to attend is $16,250. The registration process includes a confidential application and interview with IPI.
Amy Hart Clyne, Pitcairn’s Chief Knowledge & Learning Officer, will present on the topic of family governance. Pitcairn will also be the sponsor of the program’s closing dinner at the Penn Museum on the University of Pennsylvania campus.
Experience this unique Wharton wealth management curriculum with other affluent families in a confidential setting. For more information and to apply, please contact IPI’s Adam Wachter at aw@memberlink.net or visit the Wharton website for more details.