A weekly collection of news and highlights. Included this week:

One donation, four cousins, no agreement
Family offices betting on healthcare
Latest UBS Family Office Quarterly
Family offices turning to crypto
The right and wrong way to pass on money
Living Large: 47-suiyte superyacht coming in 2027

𝕏 highlights

The challenges of philanthropy for wealthy families.

One donation. Four cousins. Zero agreement – at first. How did this client family go from misalignment to consensus on a major charitable project? Caroline Piraud, Julius Baer’s Head of Philanthropy, gives her insights in this video.

➡️ Learn more about the case here:
— #Julius Baer (#@juliusbaer)
6:00 AM • Oct 6, 2025

Crypto and DeFi portfolio management strategies for different wealth levels, from $1K to $100M.

Managing a Portfolio at Drastically Different Sizes

I've led the DeFi Dojo community for nearly half a decade now.

We have family offices, hedge funds, trade shops, founders, and VCs in there.

We also have real estate investors, software engineers, and investment managers in
— #Stephen | DeFi Dojo (#@phtevenstrong)
8:43 PM • Oct 8, 2025

The difference between PE and VC.

This story from @chamath on the experience of 8090 trying to sell software to PE is an almost perfect example of the differences between PE & VC.

So 8090 meets with a bunch of PE Partners and pitches the idea that they can do custom built, AI native software, that can make you
— #John Caple (#@BigJohn043)
3:21 PM • Oct 7, 2025

Family offices betting on healthcare.

Family offices still bet on AI and health care even as deals slow down
— #CNBC (#@CNBC)
11:42 AM • Oct 9, 2025

How financial goals should reflect your heritage and ambition.

How do your financial goals reflect your heritage and ambitions?

For Aakarshan, an Indian entrepreneur living in the UAE, it means staying focused on the future and the legacy he will leave to his children.

“It’s not just about passing on wealth in terms of our finances,”
— #Standard Chartered (#@StanChart)
8:00 AM • Oct 9, 2025

Couldn’t agree more.

It's funny because for all the mystique surrounding fam offices, their staff are some of the nicest, more open-minded people in the PWM industry. I remember being a nervous wreck my first time being in a FO, and it was THEM who disarmed ME rather than vice versa lol.
— #Rob Schetty (#@RSCastfirm)
12:58 PM • Oct 9, 2025

in highlights

The latest UBS Family Office Quarterly is out.

UBS Q4 FOQ

Our Q4 UBS Family Office Quarterly is out. That’s 2 years down – time flies! Our CIO, Mark Haefele, looks at AI as a key driver of the surging markets and how even through there is near-term “capex indigestion” AI will be a driver over both the medium and long-term. Our own Sarah Salomon, CAP® explores how families are not choosing a binary path when it comes to their choice of philanthropic entity and instead choosing both a DAF and a private foundation as they give them the best options when it comes to their philanthropic giving. And more…

And more on philanthropy coming soon.

How Family Offices are professionalising philanthropy

For many Family Offices, philanthropy has become a strategic, values-led initiative designed to deliver measurable and lasting impact. According to our 2025 Global Family Office Compensation Report, one-third of Family Offices now list philanthropy among their primary objectives. As wealth grows and families become more socially conscious, they are applying the same rigour to their giving as they do to their investments.

What’s top of mind at family offices.

Interview on family offices’ market strategies | Sara Naison-Tarajano

It was a pleasure sitting down with The National News Manus Cranny during my recent trip to the Middle East to discuss what’s top of mind for family offices. We discussed how they are navigating today’s complex global markets and the importance of discipline and diversification in this environment.

Family Office news roundup

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

Living Large: the finer things in life

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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