FAMILY OFFICE BUZZ
A weekly collection of family office news and highlights. Included this week:
Family office deals in February
The best citizenship for your kids
The family office as a platform for entrepreneurship
Britain’s richest person recruits a new family office CEO
Inside the Jaguar luxury rebrand
𝕏 highlights
Another investment banker joins a family office.
Yes please.
Purposeful wealth transfer.
The best citizenship for your kids.
What kind of fun to pursue.
in LinkedIn highlights
The family office as a platform for entrepreneurship.
James Dyson recruits new CEO to oversee his $20 billion fortune.
The controversial Anthony Ritossa and his family office events plow ahead unfazed.
📰 family office news roundup
What’s Behind the Secret Walls of Family Offices? A Wharton Global Family Alliance survey found that while many offices achieve strong investment returns, they struggle with succession planning, slow adoption of AI and technology, and lack structured governance such as mission statements - Knowledge at Wharton
The hidden dangers of family offices. A massive money laundering scandal in Singapore exposed how loosely regulated family offices were used to move illicit funds. The case, alongside past incidents like Archegos Capital’s collapse, highlights the lack of oversight in the sector. As family offices continue to grow, regulators worldwide are debating whether stricter rules are needed to prevent financial instability and abuse - Financial Times
Family office deal-making doubled in February with bets on crab shells, nuclear reactors and more. Per Fintrx, family offices ramped up direct investments in February, making 48 deals—twice as many as in January. Notable bets included Laurene Powell Jobs’ Emerson Collective investing in a nuclear reactor startup - CNBC
Family offices rattled by market swings and tariffs. NBC reports that family offices, despite their long-term investment focus, are pausing major deals due to tariff-related market volatility and policy uncertainty. While they are not making drastic portfolio shifts, some are recalibrating by increasing allocations to U.S. steel and aluminum producers - NBC News
Family Offices Love Real Estate, US Leads Wealth Creation. Knight Frank Study Family offices are increasing their real estate investments, with 44% planning to boost allocations, focusing on living, logistics, and luxury residential sectors. (Last week's newsletter has much more on the Knight Frank report) - Family Wealth Report
🍾 Living Large
The Orient Express of the seas.
Jaguar’s new luxury car has caused a stir. A look inside the bold move.
Friday’s newsletter: Eat the Rich
The increasingly popular genre of movies and TV shows. Do they matter, do they hit the mark? What do the wealthy really think of them?
It’s a fun one!
Until then, see you on 𝕏 or LinkedIn.
