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.
in highlights
Departing family office professionals have unique opportunities to extend impact.
Why family offices need cybersecurity talent - now.
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!
X
Partner with us
Reach 50K+ family office community professionals & UHNWIs. Across 𝕏, LinkedIn and the newsletter, Mr Family Office connects with an engaged global family office audience.
