It’s short. It’s snappy. It’s family office. It’s family office-adjacent.
A weekly collection of family office news and highlights.
Included this week:
$156 trillion of US assets visualized by generation
The perfect family office CEO doesn’t exi-
Inside the world of elite summer schools
Key findings from the latest Citi Global Family Office Survey
Four types of wealth you should know about
𝕏 highlights
Visualizing US assets by generation.
Visualizing $156 Trillion in U.S. Assets, by Generation 💸
From the archive: visualcapitalist.com/us-wealth-by-g…
— #Visual Capitalist (#@VisualCap)
6:00 PM • Sep 22, 2024
Real-life Succession continues to play out in court.
How Rupert Murdoch’s succession fight became a courtroom thriller trib.al/nQ8QcgS
— #Bloomberg Wealth (#@wealth)
11:48 AM • Sep 19, 2024
The four types of wealth.
Wealth is not just about money.
According to James Clear, there are actually 4 types of wealth:
1) Financial
2) Social
3) Time
4) Physical (health)Don't let chasing number 1 deprive you of 2, 3, and 4:
— #George Stern (#@georgestern)
12:45 PM • Sep 21, 2024
And a definition of “true wealth”.
What’s your definition of True Wealth?
Entrepreneur Marc Adams has a profound definition based on his own experiences.
Diagnosed with stage four cancer, given six months to live - and then contracting Covid focused his mind on what’s really important:
Amazing experiences with… x.com/i/web/status/1…
— #Alan Smith (#@AlanJLSmith)
12:49 PM • Jul 14, 2024
A harsh assessment!
Family office conferences are great, because one minute you’re talking to someone with 3 IPOs worth over $1B under his belt, and the next you’re talking to someone who thinks the Fed sets the 10 Year rate, and it’s the same person
— #Zarathustra Capital (#@ZarathustraCap)
1:08 PM • Sep 3, 2024
in LinkedIn highlights
Key findings from the latest Global Family Office 2024 Survey by Citi Private Bank.
The Q3 UBS Family Office Quarterly is out.
A new family office private markets benchmark report.
A look at the key qualities that make the best family office CEOs.
📰 family office news roundup
Look out for Friday’s newsletter - captive and self-insurance. A major theme for family offices.
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