FAMILY OFFICE BUZZ
A weekly collection of family office news and highlights. Included this week:
How Michael Dellโs family office went from $400M to $50B
Predictions about 2025 made 100 years ago
An unconventional way to connect with wealthy investors
Why DAFs have become so popular
All the recent Bloomberg family office articles
๐ highlights
Michael Dellโs family office legacy.
A PE operator has had enough of short-termism in investing.
Predictions about 2025 from 100 years ago. Whoโs making predictions for 2125?
The AI impact on wealth.
An unconventional way to connect with wealthy investors.
in LinkedIn highlights
Five key takeaways from the recent Campden European family office report.
A conversation on long-term incentive plans for family offices executives.
How family offices are driving markets - a recap on Bloomberg family office articles.
๐ฐ family office news roundup
Why DAFs Have Gotten So Popular. DAFs provided $54.77 billion of grants in 2023. Hereโs why donor advised funds are such a popular approach for philanthropy. - Family Wealth Report
Operating a Modern Family Office. Family offices benefit from light regulations, operating with minimal regulatory oversight. By only serving "family clients", family offices avoid the scrutiny of public investment advisers. But there are risks - this article sets out the potential triggers of additional regulatory oversight. - Haute Lawyer
Wealth Managers on Hunt for Pro-Athlete Clients in Era of Record Wealth. Pro athletes have become a key growth segment for wealth management. Their complex financial needsโranging from fraud risks to tax planningโrequire tailored strategies to ensure long-term wealth preservation and successful post-retirement transitions. - Financial Advisor IQ
Investing in Art Requires More Than a Good Eye. 6 Things to Know. Wealthy individuals are increasingly turning to art not only for enjoyment but also as a long-term investment and legacy-building tool, with the global value of art and collectibles held by ultra-high-net-worth individuals projected to reach $2.86 trillion by 2026. Hereโs how financial advisors can play a crucial role. - Barrons
Self-made millionaire Barbara Corcoran: I insisted my kids โwork real jobsโโit built โsatisfaction and confidenceโ - Shark Tank star Barbara Corcoran suggests that getting a job at a young age is โmore important than education in the schoolhouseโ - CNBC
Look out for Fridayโs newsletter, itโs a fascinating profile of old wealth.
Until then, see you on ๐ or LinkedIn.
๐ @MrFamilyOffice
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โ๏ธ [email protected]
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