Itโ€™s short. Itโ€™s snappy. Itโ€™s family office. Itโ€™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 doesnโ€™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

๐• highlights

Visualizing US assets by generation.

Real-life Succession continues to play out in court.

The four types of wealth.

And a definition of โ€œtrue wealthโ€.

A harsh assessment!

in LinkedIn highlights

Key findings from the latest Global Family Office 2024 Survey by Citi Private Bank.

Hannes Hofmann on LinkedIn

Looking for insights into the thinking and behaviors of the worldโ€™s most sophisticated private investors? Today, the team at Citi Private Bank Global Familyโ€ฆ

www.linkedin.com/posts/hannes-hofmann-b62281_credit-cards-banking-mortgage-personal-activity-7242475853685620737-qxum?utm_source=share&utm_medium=member_desktop

The Q3 UBS Family Office Quarterly is out.

UBS Q3 - Family Office Quarterly

The first 90 days for a new family office employee are critical. For most family offices, which are staffed by less than a dozen professionals, setting asideโ€ฆ

www.linkedin.com/feed/update/urn:li:activity:7242499984640593920?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7242499984640593920%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

A new family office private markets benchmark report.

Family Office Private Markets Benchmark Report 2024

GPFO Family Office Private Markets Benchmark Report 2024 launched today. Read the announcement: https://lnkd.in/g8bCJ4tk

www.linkedin.com/posts/gpfo_announcement-family-office-private-markets-activity-7242185708243673090-A6uB?utm_source=share&utm_medium=member_desktop

A look at the key qualities that make the best family office CEOs.

What Makes The Perfect Family Office CEO?

A Family Office CEO is a trusted advisor, strategist and guardian of the family's legacy. ย  Read Agreus' Co-Founder Paul Westall's previous article on Forbesโ€ฆ

www.linkedin.com/posts/agreus_what-makes-the-perfect-family-office-ceo-activity-7239981136448290816-O0nz?utm_source=share&utm_medium=member_desktop

๐Ÿ“ฐ family office news roundup

๐Ÿ”— Reimagining The Future of Wealth Valuation - eHoldings (Sponsored)

๐Ÿ”— Asiaโ€“Pacificโ€™s family office boom: Opportunity knocks - McKinsey

๐Ÿ”— Inside the world of elite summer schools: are they worth the money?- Spears

๐Ÿ”— Family offices are the most bullish theyโ€™ve been in years - CNBC

๐Ÿ”— Citi Survey: 60% of Family Offices Have Own CIO - Chief Investment Officer

๐Ÿ”— APAC family offices invest more in public equity - The Asset

Look out for Fridayโ€™s newsletter - captive and self-insurance. A major theme for family offices.

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