A weekly collection of news and highlights. Included this week:
Criminals exploit low family office reporting burden
New North American family office report
The latest on family offices and AI
Further confirmation heirs plan to ditch parents’ wealth advisors
Why the price of optionality is worth paying
Living Large: the stunning luxury empire of Bernard Arnault
𝕏 highlights
Concerning that criminals appear to be taking advantage of the relatively low reporting burden of family offices.
80% of family offices say AI is their top investment. But they are less bullish when it comes to implementing AI. Watch out for a newsletter on this.
Friday’s newsletter looked at the Indian family office scene. Here’s a counterpoint.
in highlights
The 2025 Campden Wealth North America report on family offices is available.
A discussion that highlights what it means to help families thrive across generations.
A recent WealthTech summit in New York reinforced just how much AI is in focus.
Family Office news roundup
Why The Price Of Optionality Is Worth Paying. Eileen M. Burke of Leyster Capital shares how despite today’s climate making optionality more expensive than ever, the cost of inaction is almost always higher - Mr Family Office
Heirs Don’t Trust Their Parents’ Financial Advisors. A new Cerulli report confirms most heirs plan to ditch their parents’ wealth advisors once they inherit, citing generational disconnects and outdated approaches - CNBC
Redefining female leadership in family offices. The shift of family leadership in India to include much greater female representation is helping introduce empathy, transparency and a more balanced approach to investment decisions - PWM
WealthTech Platform Delivers Agentic AI, NLP Framework. New Masttro Intelligence offering orchestrates proprietary AI agents to ingest documents, normalize data, and deliver precise answers from natural language prompts - Yahoo! Finance
What family office worry about most with AI. While there are numerous threats, and risks out there, family offices should focus on seven key areas of concern -WealthBriefing
Living Large: the finer things in life
The stunning luxury empire of Bernard Arnault. Yes - these are all either LVMH or L Catterton brands.
If you see great family office content, hit reply and let us know.
We’ll be back on Friday.
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