A weekly collection of news and highlights. Included this week:

  • A brutal week for the world’s richest

  • A wave of family offices arrives in Miami

  • Moving from an income world to a wealth world

  • Setting up a family office after a liquidity event

  • Living Large: The single-engine turbo prop loved by billionaires

𝕏 highlights

Last week was brutal for the richest people in the world.

India’s family offices are sharing the wealth.

As we move from an income world to a wealth world, will taxes follow?

Mamdani has doxed wealthy second home owners in New York. Not everyone is happy.

Maverick Carter runs LeBron James’ investments. A family office by any other name.

An inconvenient truth about hedge funds.

reddit highlights

More on Mamdani’s Pied-À-Terre home tax.

in highlights

A wave of family offices arrives in Miami.

‘Wealth Attracts Wealth’: A Wave of Family Offices Arrives in Miami

The real story here isn't the real estate, it's what's driving it: family offices have stopped being investment vehicles and become full operating infrastructure - governance, tax, next-gen planning, the works..

“Investment discussions rarely stay focused on investments for very long.”

One of the things I love most about this industry is that every report tells two stories. There’s the story in the data…And there’s the story behind the data.

After more than a decade listening to Family Offices, I’ve learned the second story is usually the more interesting one. The latest UBS Global Family Office Report is a great example.
One statistic immediately caught my attention.
7 out of 10 Family Offices expect to make strategic changes to their portfolios over the next 5 years. Most people will interpret that as an investment story. I see something a little different…

How the family office landscape is evolving.

Family Office Landscape Evolving with Transparency and Professionalization

Greater transparency. More professionalization. A rising generation of decision-makers. And an increasing recognition that access alone isn’t enough. The right relationships still matter…

Family Office news roundup

Setting up and managing a family office following a liquidity event. Selling the family business is only the start: families then need to decide how their new liquid wealth will be invested, governed and passed on - Dentons

Wealth managers face new challenger in clients' AI chatbots. Even ultra-rich clients are using ChatGPT, Claude and Copilot for everything from portfolio ideas to tax questions, and to challenge their advisers - CNBC

How the next generation is shaping family offices. Younger family members are no longer content to remain passive beneficiaries. They want real investment, governance and leadership roles - Forbes

The journey to institutionalization. How family offices are becoming more institutional as they invest more in alternatives, hire specialists and formalize their technology and governance - Mondaq

As his wedding guests arrived, his $45B fund was falling apart. On his wedding week, Leopold Aschenbrenner’s leveraged AI fund unraveled, forcing a fire sale of billions in holdings to Citadel in a brutal lesson on leverage - The Wall Street Journal

Living Large: the finer things in life

The Swiss-built single-engine turbo prop loved by Elon Musk, Michael Bloomberg and former F1 supremo Bernie Ecclestone has a two-year waiting list for good reason: not only can it fly at 330mph above the weather for over 2,000 miles, but it can land almost anywhere, cutting hours from journeys - Spear’s

ICYMI: Friday’s newsletter outlined 25 opportunities of the great wealth transfer.

And there are some fun newsletters in the pipeline, stay tuned to find out more!

See you on 𝕏, reddit or LinkedIn.

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