Sharing insights, news and lessons from the world of Family Offices. 20+ years working with high-net-worth individuals and families 👨👩👧👦 📈 🚀
Week 43: Criminals exploit low family office reporting burden. New North American family office report. Latest on family offices and AI.
Oct 20, 2025
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4 min read
A next-gen principal shares perspective on the Indian family office ecosystem.
Oct 17, 2025
10 min read
Week 42: Philanthropy challenges for wealthy families. Family offices healthcare bets. UBS Family Office Quarterly.
Oct 13, 2025
5 min read
How founders, funds, service providers, and ambitious professionals can build real connections with family offices.
Oct 10, 2025
8 min read
11 min read
Week 41: Taking a family business from £300M to £3.7B. Great Wealth Transfer horribly divisive? Over 400 AI WealthTech companies.
Oct 6, 2025
The 2025 study offers more data than ever - we sort the signal from noise
Oct 3, 2025
12 min read
Week 40: Bezos family office expansion. Family office club deals dominate. Wealth management mergers to increase.
Sep 29, 2025
With such high costs, why do so many families still opt for a Single Family Office model?
Sep 26, 2025
7 min read
Week 39: The US wealth advisor shortfall. Inside a $14B MFO. Ten mistakes family offices make. Managing wealth amidst political instability.
Sep 22, 2025
You've had a $50 million liquidity event. Now how do you manage it?
Sep 19, 2025
6 min read
Week 38: The 20 largest family offices in the world. First hire for many family offices is a generalist. New family office software lawsuit.
Sep 15, 2025
The gilded world of wealthy preppers and their plans to survive (in style).
Sep 12, 2025
13 min read
Week 37: Inside Oprah Winfrey’s $3.1B family office. The McBillionaires that started at fast-food chains. Stonehage Fleming sold.
Sep 8, 2025
What matters most plus how to avoid the common traps.
Sep 5, 2025
Week 36: Humble family business to logistics billionaire. Inheritance tax by country. How MFO has become a blurry term.
Sep 1, 2025
Banking veteran Anthony Thomson spoke to us about his family office venture.
Aug 29, 2025
Week 35: How to build a family office dream team. Don’t rush to hire a Chief Investment Officer. Pivotal questions family offices should ask their lawyer.
Aug 25, 2025
What you need to know about the family office scene in Hong Kong.
Aug 22, 2025
9 min read
Week 34: The 14 most successful family businesses ever. Q2 super investor portfolios. Why family offices are moving offshore.
Aug 18, 2025
A French family office takes a bold approach to venture investing.
Aug 15, 2025
Week 33: The 14 billionaire-strong family. New global bank for family offices. Fire your parents advisors or not? The AI billionaire boom.
Aug 11, 2025
