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Webinar: Intelligence Starts Below The Surface

Join Chirag Nanavati, Managing Director at Asset Vantage, for a practical walkthrough of how integrated accounting, performance reporting, and consolidated financial data can create a stronger foundation for intelligence and automation.

See how family offices can bring multi-entity, partnership, and multi-asset data together, streamline transaction posting and reconciliations, extend workflows through APIs and MCP integrations, and approach AI-driven use cases with the right privacy and security considerations.

Webinar details: 4th November | 11AM ET | Signup here 

BNY Wealth 2026 Investment Insights report for SFOs.

Singapore’s WMI launches series to connect family offices.

Families are redefining stewardship.

The half-life of extraordinary wealth. Even the biggest family fortunes can disappear over generations, eaten away by spending, taxes, inflation and inheritance. Bob Casey, from Santa Barbara Management argues those that preserve their wealth are those that keep building - Mr Family Office

AI reshapes family offices' investment strategies. AI is changing how family offices invest, with 40% actively exploring the technology and growing interest in venture capital and AI infrastructure - ThinkAdvisor

The ultra-rich are piling into Rolex watches, rubies and Klimt’s. Nearly two-thirds of family offices now hold assets outside traditional investment portfolios, with art, luxury watches and jewellery increasingly popular as potential inflation hedges - Fortune

China's super-rich scramble to exit offshore trusts. China's wealthiest families are scrambling to unwind offshore trusts, sell assets and even change nationality ahead of an October 22 deadline to declare offshore trust income, with profits facing a 20% tax - Reuters

Global family offices move majority of assets into alternatives. Alternative investments now account for 60% of family office portfolios, according to a BNY Wealth survey of 290 single family offices, with private equity, infrastructure and private credit leading the charge - IFC Review

How fine dining went fun. Fine dining is still shaking off an image of stiff formality. But today's reality is far from this stereotype. From Bangkok to rural Wales, the shift from the solemn and regimented to the interactive, immersive and fun is palpable - The 50

ICYMI: last week we spoke with Invest Monaco about how the Principality has evolved as a destination for the world’s wealthy.

Coming up soon: Why families decide to close their family office, and a look at why good people do bad things with other people's money.

Stay tuned!

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

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