Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte

Power Your Advice
26/08/2024 15 min
Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte

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Episode Synopsis

Matt McCarte is the Managing Director and Head of Wealth Management of Pitcairn: a century-old family office located in suburban Philadelphia with $8.3 billion in assets under advisement.  In this episode, we explore Pitcairn’s approach to wealth management and the strategies behind guiding ultra-high net worth families in preserving their legacy.    Topics Discussed: The … Continue reading Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte →

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