Resource Search

One frequently overlooked vehicle for transmitting values is family wealth management. Although money has often been seen as a disruptive force in maintaining positive family values, families who have avoided this "dark side" of wealth have done so by developing a proactive program for wealth management instead of assuming that appropriate values toward money will just happen.

A profile of the Whittier Trust Company.

Interview with Zach Shipley, the vice president of finance for Oxbow Corporation, from his office in West Palm Beach.

Fox interview with Nan-b de Gaspe Beaubien in Montreal. In an effort to broaden our global perspective, this is our second look at internationally based family groups.

Julius Rosenwald, the organizational and merchandising genius responsible for the extraordinary growth of Sears, Roebuck & Co., had five children, the youngest of whom was William. When Julius passed away in 1932, he left a single organization which was responsible for the oversight and management of his children's affairs and assets. In 1946 William, who prefers to be called Bill, left that office to found his own organization.

Fox interview with Matthew Davidson (Kaplan family) and David Patterson (Choate family), from their of offices in New York City.

Fox interview with the Donahue family and Harry Sichi in Pittsburgh at Harry's office.

Chinese equities have lagged both emerging market and global equity indices year to date. Recent regulations directed toward education and technology companies have caused Chinese equities to come under pressure. As further regulatory actions appear likely, should investors continue to allocate to Chinese equities?

Near-term inflation concerns have raised investor interest in real assets. While core real estate offers a steady foundation for a diversified real assets portfolio, infrastructure can serve as a high-quality complement that can help protect against inflation and benefit total return.

When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better decisions. In addition, you can download the five steps toward empowering your operations today.