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

  • How one branch of the Vanderbilt’s maintained and grew their wealth

  • J.P. Morgan releases its 2026 global family office report

  • The family office as a living system

  • Greater China wealth trends to watch this year

  • Why family offices will always need highly personalized solutions

  • Living Large: The $162,500 bottle of American whiskey

𝕏 highlights

How one branch of the Vanderbilt family maintained and grew their wealth.

The role of family office advisors.

Goldman predicting a bumper year for dealmaking.

US family offices are getting active.

Two outstanding books on family offices.

2nd and 3rd gens don’t want family businesses; they want family offices.

in highlights

The family office as a living system - not a fixed structure.

Family Office news roundup

Why family offices will always need highly personalized solutions. Though wealthy families share common challenges, bespoke solutions will always be necessary. Nomuscapital founder Andreas Hadjioannou shares five examples of exactly why this is the case - Mr Family Office

J.P. Morgan releases 2026 global family office report. AI interest outpaces allocation, lack of crypto adoption, talent competition driving costs up and more stand out in this first private bank family office report of the year (released today) - J.P. Morgan

Tech, inheritances among Greater China wealth trends to watch. Trends in greater China this year will be shaped by a continued boom in tech stocks and the generational transfer of wealth, though for the latter, this applies less to Mainland China where billionaires are generally younger in age - Forbes

Why young entrepreneurs are choosing founder’s offices over family offices.
Lean founder’s offices allow them to move fast, take bigger risks and stay tightly under their control. This is a ‘growth first, governance later’ approach driven by tech founders focused on building wealth rather than preserving it - Crain Currency

Family offices are backing PE funds while investing directly alongside them. They want direct access to private companies but don’t want the cost or hassle of building big in-house teams, so co-investing with PE funds is the compromise. They commit to funds, then write extra checks alongside sponsors with lower fees and faster deployment - CNBC

Why family philanthropy breaks down as wealth grows. As families get richer, giving often gets messier, with more money meaning more voices, more politics, and less clarity on purpose. Without shared values, structure and honest conversations, philanthropy drifts from impact into box-ticking and internal tension - Forbes

How Singapore Family Offices Balance Scale and Opportunity. Banks and fund managers are tapping into demand from family offices in Singapore for alternative investments by proactively bringing such opportunities to their clients. - Trading View

Living Large: the finer things in life

Bottoms up: a single barrel release of Old Rip Van Winkle 20 Year sold for $162,500 over the weekend, making it the most expensive bottle of American whiskey ever sold at auction. It was part of an individually-owned collection that brought in $2.5 million.

That’s it for now. If you missed last week’s newsletter it covered why we still ignore cybersecurity, with perspective from Dr. Rebecca Gooch, Global Head of Insights at Deloitte Private.

Until Friday, see you on 𝕏 or LinkedIn.

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