The latest UBS Family Office Quarterly is out.

And more on philanthropy coming soon.

What’s top of mind at family offices.

The Wealth Transfer Conundrum: The Right and Wrong Way to Leave Money to Your Heirs. How ultra-wealthy families should pass on money, from setting expectations and preparing heirs, to balancing control versus freedom and avoiding family drama - Robb Report

Family offices turning to crypto to hedge against political uncertainty. Tightening taxes, unpredictable geopolitics and shifting regulation have pushed many family offices to embrace crypto as a tool to diversify and protect against systemic risk - The Armchair Trader

Boutique family offices bet on intimacy. Amid a wave of consolidation in wealth management, small boutique family office advisory firms are emphasizing personalized service, culture and purpose to differentiate themselves. They’re betting that human connection and mission-driven advice can’t be replicated by scale - Professional Wealth Management

How Should Family Office Professionals Consider Their Own Succession? Family offices often neglect planning for succession in their own governance and teams - here’s a look at strategies to structure leadership transitions, retain talent, and align incentives over time - Family Wealth Report

Hong Kong revamps family office rules to widen global appeal, targets 220 more by 2028. The city just hit its previous goal and is rolling out looser rules and incentives to pull in at least 220 more family offices by 2028, touting its legal system, tax regime, and financial infrastructure as advantages - South China Morning Post

Blackstone veteran Tony James launches biotech fund through family office.
Tony James is launching Jefferson Life Sciences, a biotech and healthcare fund under his family office, to back medical companies from early research to commercial scale - Private Equity Insights

Aman at Sea: the luxury resort brand is launching a 47-suite superyacht in 2027 that promises the same “privacy, peace and unparalleled service” of its other hotels and resorts. Named Amangati, meaning ‘peaceful motion’ in Sanskrit, the yacht will take to the waters of the Mediterranean from Spring 2027 and also be available for private charter.

Friday’s newsletter was on one of our most popular themes: how to connect with family offices. You can jump straight to the full guide here if you missed it.

Until later this week, see you on 𝕏 or LinkedIn.

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