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Harris Associates LP was founded in 1976 by six investment professionals (Joe Braucher, Roger Brown, Peter Foreman, Victor Morgenstern, Myron Szold, and Ralph Wanger) who believed that delivering successful investment results for clients required a consistent investment philosophy, a commitment to superior investment research and a high level of client service. As the roster of clients has grown over the years, these basic beliefs have remained unchanged.

Over the last year, Perrybell Investments, Inc., the family office of the James Ford Bell family, has made cutting-edge changes in the structure of family office ownership. The resulting company, Family Financial Strategies, now contracts with the Bell family for comprehensive family office services and has also accepted a limited number of new families.

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

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.