A weekly collection of news and highlights. This week:

  • How to build a family office dream team

  • Don’t rush to hire a Chief Investment Officer

  • What questions family offices should be asking their lawyers

  • FO professionals turning experience into opportunities

  • Living Large: Rise of the $1 million family vacation

𝕏 highlights

The importance of clarity and direction when opening a family office.

Building a family office dream team.

And more clarity from Clear:

How Brazil’s richest man lost $30bn in 2 years.

The world’s black billionaires.

Cathie Wood is not everyone’s investor of choice, but this is an interesting thread about the spoils of AI.

And a contrasting approach to investment.

in highlights

Family Office news roundup

How the ‘Big Beautiful Bill’ Can Make Family Offices Wealthier. Asseta Founder and CEO Dean Palmiter shares how tax stability clashing with trade chaos has created a unique window of opportunity for family offices - Mr Family Office

Why Rushing to Hire a CIO Could Be a Mistake for New Family Offices. Families fresh off a big liquidity event shouldn’t rush into hiring a CIO before getting governance, tax, and legacy planning in place. Outsourced CIOs can be a useful interim step, offering scale, access, and risk management until a family is ready to bring the role in-house - Institutional Investor

Bank Of Singapore Launches A Pre-SFO Solution For Familes. Bank of Singapore is pitching a middle-ground option for wealthy families not yet ready to set up a SFO. Their Family Office Catalyst platform offers family office-style services without the heavy lift, letting clients get professional oversight while staying flexible - WealthBriefingAsia

The Hot Trends Behind Cresset’s Big OCIO Deal. RIA and investment powerhouse Cresset is on the cusp of claiming an eye-popping $200 billion in assets, after its merger with investment consultants Monticello Associates - Family Wealth Report

How Multi-Family Offices Are Redefining Value For UHNW Families. Multi-family offices are moving beyond just managing investments, focusing more on holistic services such as succession planning, education, and lifestyle needs - Financial Advisor Magazine

Asian family offices dive into crypto. Wealthy families in Hong Kong, Singapore, and China are now putting around 5% of their portfolios into digital assets, with younger generations pushing the shift. Exchanges are seeing big jumps in trading volumes as crypto goes from a retail fad to an institutional play in Asia - CoinCentral

Living Large: the finer things in life

The rise of the ultimate $1 million luxury family vacation - Spear’s outlines how an arms race has broken out among upscale brands to create new experiences that attract the super-rich, who more than ever these days prize something that is truly a cut above.

If you missed it, last week we shared our 5-Minute Family Office Guide To Hong Kong with perspective from three local professionals engaged in the ecosystem - well worth a read. More regional content coming soon!

Until Friday, see you on 𝕏 or LinkedIn.

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