For nearly 60 years, global oil markets have been largely influenced by the Organization of the Petroleum Exporting Countries (OPEC). The combined oil production of the 14-member-nation group makes up about 30% of the world’s total production, with Saudi Arabia representing over a third of that production.

The market pull back in late 2018 reminded investors that things don't always go up. Still, the long-term view for investors and families remains strong and a renewed focus on fundamentals is welcome.

There are several qualities expected from the people who manage your money and perhaps a shorter list of critical components required for a successful long-term fiduciary relationship – trust, loyalty, fair pricing, and stability.

Multigenerational wealth — an aspiration for most high-net-worth individuals — requires sensitivity to a variety of complex financial planning issues.

Families are complicated. Family financial planning is even more so. That planning can become particularly intricate and emotionally fraught for high-net-worth families that have a lot at stake.

Not long ago, during an estate plan review for a prospective Whittier Trust client, the firm’s representatives discovered an important issue. The potential client’s child from his first marriage was set up to take over his business — in which he’d given his second wife voting control.