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Heritage Finance & Trust Company, Geneva, Switzerland, was founded in 1986 in Switzerland as a single family office providing financial advisory and portfolio management services. Over time, Heritage has evolved into a multifamily, multi-client office as it has seen demand for its services increase from an extended circle of family members and thei...

Cousins Michael, Richard and David Horvitz told the story of their family, the birth and evolution of their individual family offices and their differing approaches to investing family assets. They also spoke of the challenges of transitioning from a trustee's office to a sibling's office and the lessons they learned along the way.

Interview with Marianne Wilder Young, president of the Market Street Trust Company.

Perspectives of six individuals who have moved into new family office positions.

One tradition that some FOX members take quite seriously is that of documenting their family’s, company’s and even family office’s history. To assist other FOX members who haven’t yet decided upon the best means of accomplishing this challenge, we talked with two family group, the Richardson Family and the Laird Norton Family, who have done an extr...

In our 1st Quarter 1991 newsletter, FOX interviewed the Laird Norton family office, which at that time had become a Private Trust Company and had been serving outside clients for several years. Now a firmly established Multifamily Office, Larid Norton discusses how their firm has evolved.

FOX interview with Mort about the Sachs family office.

Data from the Carlyle portfolio and external sources suggest that housing construction and renovation activity could be on the verge of recovery.

By virtually any measure, the speculative grade corporate credit market in the United States is performing exceptionally well. In this paper, the Carlyle Group looks at why its predicted collision with the “maturity wall” never materialized.

This first national study explores the topic of family philanthropy through the family office including opportunities and challenges, perspectives and experiences of practitioners and family members with the family office structure. This is a collaborative project of the National Center for Family Philanthropy, Threshold Group, and FOX.

Current U.S. fiscal policy, if not modified before year-end, is on track to deliver a $600 billion economic headwind in 2013 (the equivalent of 4 percent of U.S. GDP), while the 2012 presidential and congressional elections add another layer of uncertainty to an already complex and politically challenged situation.

The upcoming election is as much about how we address fiscal issues as it is about the pace of the remedy; at the center is the debate over taxes and the size of government.

The fourth quarter 2012 issue of Global Foresight features a discussion of the recent QE3 (quantitative easing) announcement by Federal Reserve Chairman Ben Bernanke and the related inflation and market implications, along with a discussion of the current geopolitical overlay.

With the International Monetary Fund and most analysts ratcheting down global growth forecasts, no end in sight for Europe’s fiscal and financial challenges, and a looming fiscal cliff in the United States, there is considerable hope that China, the world’s second largest economy, can remain an engine of global growth. Only Chinese growth his slowi...

This paper looks at the possibility of an upturn in housing and the headwinds most likely to impede a robust recovery.