A weekly collection of news and highlights. Included this week:
Taking a family business from £300M to £3.7B in eight years
Great Wealth Transfer - a horribly divisive event?
No family office regulatory oversight for India
Latest AI WealthTech market map has +400 companies
What keeps family estate managers up at night?
Living Large: The Rolls Royce of dog transportation
𝕏 highlights
12x a family business in 8 years.
Could the Great Wealth Transfer be a horribly divisive event?
Portfolios of prominent UHNWIs and family offices.
Over 400 companies included in latest AI WealthTech Market Map.
Automated wealth management company Wealthfront files for IPO.
Family Office news roundup
UHNW Institute Creates Network For Single Family Offices. The UHNW Institute has launched “SFO Circle,” a New York-based think tank for single-family office professionals, offering education, peer learning, and resources on governance, tech, and succession - Financial Advisor Magazine
Family Offices Plan to Shift More Money Into Private Markets. Institutional Investor family office survey finds that the vast majority are planning to strengthen their allocations to the private markets in the year ahead. - Institutional Investor
Professionalization Of Family Offices And The Evolving Expectations On Trusted Advisers. How family offices are shifting from informal setups to institutional-grade organisations with strong governance, compliance, and tech systems - Mondaq / Jersey Finance
Putting AI To Work In The Family Office. AI set to revolutionize family offices by automating the messy, document-heavy back office, turning PDFs, contracts and statements into clean data and freeing staff for higher-value work - Forbes
US Family Offices Pay World’s Highest Salaries To Top Money Managers. Nearly one in five US family office CIOs now earn over $1 million a year, far more than peers in Europe or Asia. The report credits America’s maturity, AUM scale, and talent competition, even as rising costs push firms to be cautious on hiring - The Business Times (Singapore)
Living Large: the finer things in life
Custom, One-of-a-Kind Spectre Built for Family Dog. Rolls-Royce has revealed a bespoke convertible commissioned by an unnamed client, produced to immortalize their favorite doggo. It includes custom paint colors inspired by the dog plus its portrait on the rear seats, and paw prints on the outside. The all-electric Spectre starts at around $400,000, before any customization for your favorite pooch - Robb Report
Last week’s newsletter explored the new PwC family office deals report - read it here.
X
Our partnership brings a unique approach to family office hiring. More details here.
