A weekly collection of news and highlights. Included this week:
From humble family business to billionaire king of logistics
Inheritance tax by country
How the Multi-Family Office has become a blurry term
Second residencies aren’t just for billionaires
Living Large: Golf, the new sweet spot for luxury
𝕏 highlights
Venture investing and family offices.
This week I spent time with dozens of family offices, and the conversations were eye-opening. When you tell them you’re in tech, the deal flow that comes your way looks very different from what traditional VCs see.
Why? Because family office deal flow comes through their own
— #Trace Cohen (#@Trace_Cohen)
11:54 PM • Aug 28, 2025
Marwaris are an Indo-Aryan ethno-linguistic group originating from the Marwar region of Rajasthan, India, and are renowned for their strong business acumen.
Marwaris don’t care about looking rich. They care about staying rich.
The hidden rules of India’s richest community. No one will tell you:
— #Prem Soni (#@ValueWithPrem)
3:21 PM • Aug 26, 2025
£3 trillion of wealth is being transferred every year. Here’s how inheritance tax differs by country.
We’re entering the largest intergenerational wealth transfer in history; up to $3 trillion annually is set to change hands worldwide, with Europe as a major arena.
Yet, fewer than half of European family business leaders have a robust succession plan in place.
As modern
— #Welf Finance (#@WelfFinance)
11:17 AM • Aug 29, 2025
Family office leveraging up.
The family office of billionaire Leonardo Maria Del Vecchio has signed a financing deal with a unit of Credit Agricole to boost investment capacity bloomberg.com/news/articles/…
— #Bloomberg (#@business)
1:06 PM • Aug 28, 2025
From humble family business to billionaire king of logistics.
He’s known today as Malaysia’s King of Logistics.
But his story began in a modest family office in Port Klang.
A boy running around with a milk bottle while his parents worked up front and the family lived behind.
This is Dato’ Seri Dr Michael Tio’s story. 🛳️ 👉
— #Richard Ker (#@richardker)
7:04 AM • Aug 28, 2025
Two dynatsic Dallas families are spinning off a RE firm.
Two of Dallas’ most notable families are spinning off a real estate company from their family offices.
— #The Real Deal (#@trdny)
10:05 PM • Aug 26, 2025
And Twitter always delivers.
I've been employed, I've been unemployed. I highly recommend just being born into generational wealth
— #Mikael (#@BacardiCapital)
3:39 PM • Aug 29, 2025
in highlights
Survey: which Middle Eastern market presents the best investment opportunities?
Asian family offices viewing wealth through stewardship rather than ownership.
Family Office news roundup
Why Highly Paid Professionals Need A Second Residency In 2025. Second residencies aren’t just for billionaires: highly paid professionals can greatly benefit from second residencies on multiple fronts. From tax optimization to estate planning and lifestyle, it’s a proactive strategy that mitigates risk and protects your lifestyle and financial future - Expat Money
Growing investment sophistication at family offices drives risk appetite. Family offices are getting more sophisticated, hiring bigger teams, and diving deeper into complex deals, which is fueling a clear rise in risk appetite - Institutional Asset Manager
UK’s rich keep family offices in London despite tax worries. Even with non-doms packing their bags over looming tax hikes, out of 259 UK single-family offices, only one has actually relocated, keeping the City’s grip as the world’s number two wealth hub behind New York intact, at least for now - Bloomberg
Setting Up a Family Office: Challenges, Consequences, and the Road Ahead. India’s booming wealth is driving families to formalize governance and succession, but patriarchal control, tax complexity, and poor integration across jurisdictions keep tripping them up. The next generation is pushing for transparency, tech, and AI-driven reporting: the real challenge isn’t structuring, it’s operationalizing - Hubbis
Governance is the glue that keeps family offices and families together. Family offices aren’t just about managing money anymore, they’ve become tools to hold families together. From next-gen education to emotional intelligence and outside specialists, families are investing in governance as a living framework to preserve unity and legacy across generations - PWM
Living Large: the finer things in life
Has golf become the new sweet spot for luxury? The sport is being rebranded as the next playground for luxury, with brands, resorts, and high-net-worth individuals embracing it as a lifestyle statement - Luxus Plus
Last week’s newsletter was a discussion with Anthony Thomson on his upcoming bank being built to exclusively service family offices and UHNWIs - read it here.
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