FAMILY OFFICE BUZZ
A weekly collection of family office news and highlights. Included this week:
Life in a MFO: part allocator, part therapist, part travel agent
The man behind Rolls Royce
Latest UBS Family Office Quarterly is out
When the best succession plan is doing nothing
A primer on alternative investments
𝕏 highlights
Life in a multi-family office. Part allocator, part therapist, part travel agent.
I recently read Gambling Man by Lionel Barber. A gripping biography of SoftBank CEO Masayoshi Son… here’s a short profile of the man behind SoftBank.
The man behind Rolls Royce.
The 80/20 rule and why you should abandon fairness to your people.
A lot of people can relate.
in LinkedIn highlights
The second UBS Family Office Quarterly of 2025 is out.
New way for a family business to evolve after generations.
Family office recruiting insights from GPFO.
📰 family office news roundup
Beyond 60/40: A Guide to Alternatives for Private Investors. A standard 60/40 stock/bond allocation is a thing of the distant past. This article is a primer on alternative investments - designed for those new to the space, as well as investors looking to evolve their private portfolios - Mr Family Office
Family offices deals are getting larger and more complex. Trump’s tariffs could put that on pause. Despite a strong 2024—highlighted by Mars Inc.’s $36B Kellanova acquisition—2025 dealmaking is down sharply due to uncertainty over Trump’s trade policies - Fortune
Sometimes the best succession plan is . . . doing nothing. While trusts are often recommended to preserve assets and reduce tax, the author shares real-life cautionary tales where patriarchs regret ceding control—leading to family conflict and estrangement - Financial Times
So, you’re going to be rich, what do you do now? This Spear’s feature gathers top advisers to guide newly wealthy individuals—like a fictional entrepreneur with £100M—through a liquidity event. Key takeaways include starting tax and estate planning early, building a trusted adviser team, and redefining identity post-exit. - Spears
Northern Trust Expands Global Family Office Services. Northern Trust Wealth Management is expanding its family office suite of services by launching Family Office Solutions, a new offering designed to provide ultra-high-net-worth families with customized financial and wealth management services without requiring a standalone office - Nasdaq
UAE, Hong Kong Family Offices Groups Sign Co-operation Pact. The Emirates Family Office Association (EFOA), which supports UAE and global family offices, has signed a co-operation pact with the Hong Kong Academy for Wealth Legacy (HKAWL). - WealthBriefing
Living Large
Some parking congestion in Augusta
This $110 Million 4-Story Penthouse on Billionaire’s Row Is N.Y.C.’s Most Expensive Home for Sale - Robb Report
Friday’s newsletter dives into accounting complexities for family offices.
Until then, see you on 𝕏 or LinkedIn.
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