A weekly collection of news and highlights. Included this week:
Inside Oprah Winfrey’s $3.1B family office
The ‘McBillionaires’ that got their start at fast-food chains
One of world’s largest Multi-Family Offices acquired
A centuries-old Japanese rule book to support succession
First-generation family office mistakes
Living large: the rise of Miami super-compounds
𝕏 highlights
The Mars Family empire.
Mars Family is the world’s largest chocolate makers including Snickers, Mars, M&M's...
But their billion dollar fortune is built on Mu*d3rs, Child S|@very & Cover ups.
So secretive that even their headquarters is “anonymous.”
Let’s uncover the bitter truth behind this sugar
— #The Secrets of Old Money (#@OldMoneySecret)
11:59 AM • Sep 2, 2025
Simplicity trumps complexity.
I am helping a client settle their parents estate right now
If there’s one lesson to take from it:
Simplicity >>>> Complexity
Financial hoarding is a real thing
When you have 3 different banks, multiple investment platforms, old unconsolidated retirement accounts..
The
— #Matt Gottshall, CFP®, ECA (#@matt_gottshall)
1:59 PM • Sep 5, 2025
McBillionaires 🍔
McBillionaires: The Super Successful Entrepreneurs Who Got Their Starts At Fast-Food Chains on.forbes.com/6019AEdvJ
— #Forbes (#@Forbes)
1:41 PM • Sep 6, 2025
Family offices targeting drones and nuclear
Billionaire family offices bet on drones, nuclear energy in August
— #CNBC (#@CNBC)
11:44 AM • Sep 4, 2025
So tell me about yourself.
The question, “So, tell me about yourself” only seems simple—there are a million ways you can answer it. And some responses are far more effective than others.
— #Harvard Business Review (#@HarvardBiz)
10:06 AM • Sep 7, 2025
Is your team AI-ready?
Companies leading in digital and AI capabilities outperform their peers by as much as 6x in total shareholder returns. Their edge? A workforce fluent in the digital tools and mindsets that drive impact.
Here's how to build fluency and close skills gaps: mck.co/4p6FkpQ
— #McKinsey & Company (#@McKinsey)
5:00 PM • Sep 6, 2025
in highlights
Why art can be more than a passion asset for family offices.
Family Office news roundup
Inside Oprah’s $3.1B Family Office. Oprah Winfrey built OW Management in 2010 to professionalize her fortune after decades of media success. The office runs a global, diversified portfolio with a special focus on women-led ventures – 36Kr Europe
Family charters can help clans preserve their wealth across generations. A centuries-old Japanese rule book shows how modern families are rethinking succession to protect legacy and harmony. Charters can navigate subtle and deeply felt family dynamics while underpinning values around which families can rally - Financial Times
Family offices at crossroads. Family offices can offer so much more than just money management; it's about legacy, relationships, and vision. But the challenges of transition are often around psychology and relationships rather than money – Yahoo Finance
Family Business to Family Office: Why US Wealth Is Looking East. US-based family offices are looking east: thanks to booming regional wealth, tax perks, advanced private banking, and a buzzing fintech and AI scene, Dubai continues to emerge as a go-to hub for global family offices – WealthBriefing
8 Mistakes First-Generation Family Offices Make (And How To Avoid Them). First-time family offices can stumble by staying too concentrated in legacy assets, rushing hires, neglecting tax and governance, or ignoring the next generation. The fixes are simple but vital: set structure early, diversify, plan taxes, build slowly, educate heirs, and keep liquidity handy – Forbes
Chanel owners lean on 38-year-old heir to safeguard $90 billion empire. The Wertheimer dynasty is quietly grooming Arthur Heilbronn (Harvard grad, ex-Goldman banker, and son of Mousse’s founder) to help steer their secretive $90bn fortune - Fashion Network
Living Large: the finer things in life
Forget mansions… how about a compound? The rise of super-compounds in Miami reflects how scarcity of land combined with soaring demand has motivated the super wealthy to stitch together properties as “part status symbol, part lifestyle upgrade, and part investment strategy” - Robb Report
Last week’s newsletter covered an essential task for family offices - finding the right advisors. Read it here if you missed it.
Friday’s newsletter: Survival of the richest: wealthy bolt holes and bunkers. Don’t miss it, it’s going to be a gem!
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