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

  • Managing the Walton family fortune

  • Family offices tapping non-profits for key staff

  • Lessons shaping the future of family offices

  • The MFO landscape in Canada

  • Living Large: Saudi Arabia’s new ultra luxury Red Sea playground

𝕏 highlights

1st generation grit.

The WhatsApp groups for family offices.

Keeping the Hermes family together.

Managing the Walton family fortune.

Family offices tapping non-profits for key staff.

What to do when you have it all (from the man who wants to live forever).

in highlights

Family Office news roundup

The silent weight of inheritance. Eileen M. Burke from Leyster Capital outlines how unspoken emotions that arise when legacy assets are inherited often prove to be the most complex challenge for advisors - Mr Family Office

Cultural assets: building next alternative category for wealth. Cultural assets, like music royalties, literary estates, and fractional thoroughbred ownership, are shifting from passion projects to a useful alternative investment category - Family Wealth Report

Six lessons shaping the future of family offices. Family offices are rapidly evolving from quiet investment engines into strategic hubs. Key trends: stronger governance frameworks, rising-generation influence on strategy, smarter investment approaches, and greater global visibility and collaboration for family offices - IMD

Are we in an AI bubble or just at the beginning of a productivity boom? While it’s not a full-blown dot-com style bubble yet, family offices need to be selective: focus on businesses with cash flow and actual AI-driven productivity - Schroders

Family office financing report. From a survey of over 200 family offices, a look at how they are financially positioning themselves to seize opportunities and manage risk amidst an ever-changing backdrop. - Deutsche Bank

Living Large: the finer things in life

Watch out St. Tropez: Saudi Arabia’s new ultra luxury Red Sea playground.
Saudi Arabia is building Amaala as a next level luxury destination with superyacht marinas, elite resorts and a heavy wellness angle, clearly aimed at pulling billionaire tourism away from the Med and Caribbean - Luxury Launches

Some great feedback from last week’s newsletter, thank you!

If you missed it, we outlined 30 Lessons From The World’s Wealthiest that can apply to everyone.

Until Friday, see you on 𝕏 or LinkedIn.

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