Resource Search

Are you doing everything you can to sustain your family relationships and your wealth? This study provides a look at the 15 best practices that 192 members of the world's most successful multi-generational families - members of Family Office Exchange and the Family Business Network - rely on and view as important for the future. A copy of the survey is included so that you can benchmark your family's use of these practices relative to your peers.

Ocean sustainability has emerged as a major concern for society and business in recent years due to awareness of detrimental factors that include ocean acidification and unsustainable fisheries. This whitepaper by Rockefeller Financial Equity Analyst Rolando Morillo, describes current and historical trends that present investment opportunities in technologies related to ocean sustainability.

This white paper collects research highlights from earlier papers by Generation Investment Management on five key subjects: Climate Change, Pandemics, Real Needs at the Base and Peak of the Economic Pyramid, Water, and Demographics.

This whitepaper illustrates how companies with cultures in which employees are properly incentivized through autonomy, purpose, financial compensation and other means can lead to stronger results.

This report looks at the keys to planning a successful trip to China, including aviation, medical care, and personal security. It includes a case study of family traveling to Beijing and Shanghai.

Investing on the basis of fundamentals has long been a cornerstone for prudent investors. However, the rash of extreme geopolitical events over the past several years has tried investors' patience, riled portfolios and turned sound expectations on their heads. In this white paper, Greycourt & Co., Inc. examines the factors that have contributed to this dilemma and discusses investment strategies investors can implement to ride out the unusual market conditions in a thoughtful and disciplined manner.

The debate that began several decades ago over the merits and shortcomings of active versus passive investment management is ongoing. In this white paper, Abbot Downing examines the advantages and disadvantages of each approach.

As of March 31, new rules regarding what constitutes a single-family office went into effect under Dodd-Frank's Private Fund Investment Advisers Registration Act. Those who do not qualify for a family office exclusion are now considered subject to regulation as investment advisors. This whitepaper looks at who the new rules impact and who qualifies for the exclusion.

Choosing an executor is one of the most important decisions individuals make when preparing their will. This white paper explains the executor’s role and offers insights into how you might choose an executor for your estate.

A family meeting held at an overseas destination can enable a family to impart values to younger generations, strengthen its legacy, and engage in hands-on philanthropic activities together. Learn how in this article.