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

  • The 14 most successful family businesses of all time

  • External experts still in demand in family office

  • The Q2 portfolios of super investors

  • Why smart family offices are moving offshore

  • Living large: How Audemars Piguet timepieces became so coveted

𝕏 highlights

Why smart family offices are moving offshore.

The 14 most successful family businesses ever.

Surging interest in private markets.

Golden visas are becoming mainstream.

Formula One is a family affair.

Q2 Portfolios of “super-investors”

in highlights

Family Office news roundup

Unlocking Liquidity: Why Private Market Secondaries Belong In The Family Office Playbook. Family offices are warming up to private market secondaries as a smart way to free up cash without walking away from long-term positions. It’s about balancing liquidity with opportunity, and secondaries are quickly becoming a core tool for the ultra-wealthy - Forbes

Family Office Sector Wants More Alternative Investment; Loves Infrastructure.
Family offices are piling into alternatives, with infrastructure topping the wish list thanks to its steady cash flows and inflation hedge appeal. A sign that the wealthiest families are moving away from plain equities and bonds, hunting for assets that feel more resilient and future-proof - Family Wealth Report

Delivering family office services critical to advisor success. Advisors who can offer family office-style services are winning big, as wealthy clients expect more than just investment picks. From estate planning to tax strategy, advisors that can package it all under one roof are the ones keeping clients sticky - InvestmentNews

Family Offices Join Berkshire’s UnitedHealth Bet. Some of the world’s wealthiest family offices joined Berkshire Hathaway in buying shares of embattled insurer UnitedHealth Group Inc. in the second quarter - Yahoo Finance

Living Large: the finer things in life

Hodinkee does a regular ‘Talking Watches’ video series that has roped in some influential names from the world of horology. This one is a conversation with François-Henry Bennahmias, the man that helped make Audemars Piguet one of the hottest brands on earth - a great story for any watch enthusiast.

“This stuff is so good. I’m a CFP and the quick yet important topics are killer for a mid day read.”

We always love receiving feedback - good or bad - so feel free to share your thoughts on anything you’d like covered!

Until Friday, see you on 𝕏 or LinkedIn.

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