Family Office Exchange (FOX) is pleased to present this year’s selection of articles, reports and white papers devoted to the issues of most concern to wealth owners and family office executives globally.

To assist in locating information of particular interest, Resource Center material once again is grouped by subject area.

FAMILY MATTERS

An Inside Job: Family Fighting and Its Impact on Wealth
BNY Mellon

Business Dealings with the Four Ds: Death, Divorce, Disability and Drug Dependency
Hemenway & Barnes LLP

Cohesion Isn’t Just for Families
The Wellspring Group

Context Conflict: Preserving Goals and Values in the Family Enterprise
Hemenway & Barnes LLP

Donations in the face of disaster: what can good people do when bad things happen?
Hemenway & Barnes LLP

Edelman Trust Barometer
Edelman

Engaging the Next Generation: Philanthropy
GenSpring Family Offices

Employee Stock Ownership Plans Offer Many Advantages
Warner Norcross & Judd LLP

Everything You Wanted to Know About Prenuptial Agreements But Were Afraid to Ask.
Karen L. Robarge, Esq

Family Contract for Responsible Electronic Device Use
Pitcairn

Legacy: How You Live Today and How You Are Remembered Tomorrow
Hawthorn, PNC Family Wealth

Model Language for Addressing Substance Use Disorders (Addiction) in Trust Documents
O'Connor Professional Group

Practical Advice on Achieving High Recovery Rates for Affluent and Prominent Alcoholics and Addicts
O'Connor Professional Group

Raising Balanced Children: A Resource List for Parents and Grandparents
Altair Advisers LLC

Review & Outlook - A Shifting View of the Guy on the Hill
Glenmade

Skeletons in the Closet: Let Them Out and Watch Them Dance
Ascent Private Capital Management

Taking the Long-Term View of the Family Enterprise
Family Office Exchange

You Cannot Not Communicate: The Importance of Family Communication
GenSpring Family Offices

FAMILY OFFICE ISSUES

Chasing Basis Points
Nease, Lagana, Eden & Culley, Inc

Clean Up Your Electronic Junkyard
Novack and Macey LLP

Data Architecture: A Tool Well Worth the Investment
Pitcairn and Oakbrook Solutions

Disaster Planning Best Practices for High Net Worth Individuals
HUB International Personal Insurance

EY Family Office Guide
Ernst & Young LLP

Guide to Finding the Right Insurance Partners
Fireman's Fund Insurance Company

How to Prevent Being Stolen From - Keeping the Crooks and Hackers at Bay
Ballentine Partners LLC

Institutional Pricing for Life Insurance Products: Why You Deserve It
Nease, Lagana, Eden & Culley, Inc

Institutionalize Your Life Insurance Portfolio
Nease, Lagana, Eden & Culley, Inc

Managing Risk for the Family Office
Fireman's Fund Insurance Company

Office IT Security
Plante Moran

Passport to Safe Travels: Practical Advice for Affluent Travelers
HUB International Personal Insurance

Protecting Your Reputation
Novack and Macey LLP

SEC Allows Family Offices to Include Members of an Extended Family
Perkins Coie, LLP

Selecting the Best Insurer for a Family Art Collection
Fine Art Wealth Management and AIG

Simplifying Securities Regulation of M&A Brokers
Warner Norcorss & Judd

Socially Responsible
Novack and Macey LLP

Solving the Document Management Puzzle
Oakbrook Solutions, Inc & Pitcairn

The Fifth Noble Profession
Ascent Private Capital Management

Thinking Bigger Picture - When to Sacrifice the Benefits of Arbitration in Favor of LitigationNovack and Macey LLP

Trust and Estates - Managing Family Offices
Crystal & Company

Protecting Your Reputation
Wilmington Trust

INVESTMENT

Aging or Raging: The Status of the Current Bull Market
Glenmede

Amid Growing Interest in Opportunistic Fixed Income, Execution Matters
BNY Mellon

An Alternative to Alternatives
Federal Street Advisors

Assessing the Expansion: Middle-Aged and Still Going
Glenmede

Beyond Banks: The Emerging Opportunity in European Direct Lending
BNY Mellon

Beyond the Broad Brush of Diversification: A Framework for Thinking About Position Sizing
Cook & Bynum Capital Management, LLC

Building Your Best Portfolio
Plante Moran

Challenging the Conventional Wisdom of Manager Selection
Gresham Partners, LLC

Concentrated Stock Portfolios
Cambridge Associates, LLC

Concentration or Diversification: Which drives outperformance in actively managed strategies?
Federal Street Advisors

Convergence
Abbot Downing

Debunking the Myths of Impact Investing
Ballentine Partners, LLC

"Due Diligencing" Subadvisers and Outsourced Service Providers
Warner Norcross & Judd LLP

Echoes of 2007
Cambridge Associates, LLC

End of the Bond Bull
Abbot Downing

Financial Markets Monitor
Atlantic Trust Private Wealth Management

Global Corporate Divestment Study
Ernst & Young LLP

Global Foresight: Second Quarter 2014
Rockefeller & Co

Globalization and Tangible Assets
US Trust, Bank of America Private Wealth Management

Headline to Trendlines
Ascent Private Capital Management

Healthcare Investments in a Divided World
US Trust, Bank of America Private Wealth Management

Invest with Purpose
GenSpring Family Offices

Issues and Insights: Make the Most of your Real Estate Investments
Wilmington Trust

Life Insurance and Your Investment Portfolio
Federal Street Advisors

Mexico? Yes, Mexico
US Trust, Bank of America Private Wealth Management

Municipal Bankruptcy: A Primer on Chapter 9
Nuveen Investments

Municipal Bonds: Staying the Course Usually Benefits Investors
Nuveen Investments

Putting "Energy" into an Investment Strategy
Atlantic Trust Private Wealth Management

Real Estate and the Family Office
Plante Moran

September 2014 Monthly Market Review: Asymmetric Warfare
Rockefeller & Co

The Fed and Labour Market Dynamics
Millennium Global Investments Ltd.

UK: The recent Bank of England Inflation Report suggests a gradual hiking cycle ahead
Millennium Global Investments Ltd.

The Changing Energy Environment
Abbot Downing

The Power of Liquidity
TriState Capital Bank

The Vital Entrepreneur: High Impact at its Best
Ernst & Young LLP

Unveiling life insurance’s greatest myth: is it a static annual expense or a dynamic asset requiring active management?
Capital Plan, Inc.

Vanishing volatility in global markets: Is this the calm before the storm?
Federal Street Advisors

Volatility in High Yield Bonds, Technicals vs. Fundamentals
Nuveen Investments

Welcome to the Era of Innovation
US Trust, Bank of America Private Wealth Management

What Does the Future Hold?
Ascent Private Capital Management

TRUSTS, TAX AND ESTATE PLANNING

After DOMA: What the Windsor Decision Means for Same-Sex Couples and Family Wealth Planning
Atlantic Trust Private Wealth Management

An Overview of GRATs as a Wealth Transfer Tool
Hawthorn, PNC Family Wealth

Delaware Trust Advantage
Atlantic Trust Private Wealth Management

Income Tax Planning – Deductions for Administrative Expenses Under the Final Regulations
McGladrey LLP

Key Points from the 2014 Heckerling Institute on Estate Planning
Hawthorn, PNC Family Wealth

Managing Your Wealth: 2014 Guide to Tax and Wealth Management
PwC Private Company Services

New Hampshire’s Attractive Landscape for Trusts and Trust Companies
Perspecta Trust

New Hampshire Family Trust Companies
Perspecta Trust

Powerful Trust Opportunities in 2014
South Dakota Trust Company LLC

Pre-Sale Planning for Business Owners: The Benefit of an Integrated Approach
GenSpring Family Offices

South Dakota Dynasty Trusts Funded with Direct Private Equity Investments
South Dakota Trust Company LLC

Structuring the Family Bank Dynasty Trust
South Dakota Trust Company

The Directed Trust Structure and Private Family Trust Company (PFTC) - Options to Reduce Family Liability without Losing Flexibility and Control
South Dakota Trust Company

The Modern New Hampshire Directed Trust
Perspecta Trust LLC

The State of Your Trust: Where Should a Trust be Sited?
Hemenway & Barnes LLP