How HNWIs are navigating current markets and succession planning.

Study finds fragmented teams, lack of training and family resistance are major concerns.

“Most family offices think carefully about their investment mandate. Fewer think about who will execute it in ten years.”

What the data says about family office compensation in 2026. Family office pay is getting more serious and more expensive, with structured bonuses, LTIPs, co-investment and carry moving beyond just the CEO and investment team - Lexology

AI is changing the family office, but how? AI is taking over the boring but important family office stuff: reporting, portfolio analytics and admin. The sharper point is that succession, governance and trust still need humans - Forbes

Building a cyber-safe AI roadmap for family offices. Family offices are already using AI, often messily. A warning however: free AI accounts, weak vendor checks and agentic AI could turn convenience into a security nightmare - Family Wealth Report

Advisers should combine family therapy and asset management. Family office leaders are increasingly expected to be investor, therapist and chief of staff all at once, which is messy unless the structure is nailed down first - Professional Wealth Management

What it really takes to serve ultra high net worth clients. Most wealth firms think they can serve UHNW clients by adding a few fancy services, but the real game is planning, investments and proper lending capability - InvestmentNews

The best of the best list 2026. It’s a selection of the finest products and experiences of the last 12 months, anywhere in the world. From wines, watches and cigars to private jets, chateaux and record-breaking art, it’s essentially everything Living Large celebrates - Robb Report

ICYMI: last week’s newsletter covered the latest Henley & Partners wealth migration report, which takes a different approach this year - read The Great Wealth Escape here.

Until Friday, see you on 𝕏, reddit or LinkedIn.

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