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.

Real-life Succession continues to play out in court.

The four types of wealth.

And a definition of “true wealth”.

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 world’s most sophisticated private investors? Today, the team at Citi Private Bank Global Family…

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 aside…

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.   Read Agreus' Co-Founder Paul Westall's previous article on Forbes…

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

📰 family office news roundup

🔗 Reimagining The Future of Wealth Valuation - eHoldings (Sponsored)

🔗 Asia–Pacific’s family office boom: Opportunity knocks - McKinsey

🔗 Inside the world of elite summer schools: are they worth the money?- Spears

🔗 Family offices are the most bullish they’ve been in years - CNBC

🔗 Citi Survey: 60% of Family Offices Have Own CIO - Chief Investment Officer

🔗 APAC family offices invest more in public equity - The Asset

Look out for Friday’s newsletter - captive and self-insurance. A major theme for family offices.

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