Family Office Buzz

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:

How Aristotle Onassis turned $60 into $2.3 billion
How to raise a non-spoiled rich kid
Wealthy families in turmoil over handing businesses to ‘incapable’ Gen Z
A wealth of evidence that family offices existed in antiquity
How family offices can harness AI

𝕏 highlights

Generating alpha through fees and tax management.

— # (#)

The story of Aristotle Onassis.

— # (#)

How to raise well-adjusted kids.

— # (#)

The Friday Newsletter includes book recommendations. Here are the books that Charlie Munger recommended.

— # (#)

in LinkedIn highlights

Family offices and the role of the expert generalist.

Mark Tepsich on LinkedIn: In my latest conversation, I am joined by Seth Gardner, a single family…

In my latest conversation, I am joined by Seth Gardner, a single family office executive. We revisit the role, function and value add of the expert generalist.…

www.linkedin.com/posts/mark-tepsich-88826b33_in-my-latest-conversation-i-am-joined-by-activity-7232405496467517441-l5rY?utm_source=share&utm_medium=member_desktop

The $84 trillion wealth transfer put into context.

Ronald Diamond on LinkedIn: The Greatest Transfer of Wealth in History: A $84.4 Trillion… | 38 comments

The Greatest Transfer of Wealth in History: A $84.4 Trillion Opportunity We are witnessing the largest transfer of wealth in history, with $84.4 trillion set… | 38 comments on LinkedIn

www.linkedin.com/posts/ronalddiamond_the-greatest-transfer-of-wealth-in-history-activity-7232032282344046593-qKj-?utm_source=share&utm_medium=member_desktop

A short summary of hidden family office internal investment team costs.

Brian C. Adams on LinkedIn: When considering an internal investment office, many family offices focus…

When considering an internal investment office, many family offices focus on the obvious expenses. However, there are significant hidden costs that deserve…

www.linkedin.com/posts/brian-c-adams_when-considering-an-internal-investment-office-activity-7232006610707980288-snSp?utm_source=share&utm_medium=member_desktop

📰 family office news roundup

🔗 Wealthy families in turmoil over handing businesses to ‘incapable’ Gen Z - Spears

🔗 Americans Say It Takes $2.5 Million to Be Considered Wealthy - Bloomberg Wealth

🔗 Private credit loses ground in fight for family office money - Financial Post

🔗 A wealth of evidence that family offices existed in antiquity - Financial Times

🔗 How Family Offices Can Harness AI - Forbes

🔗 Is it Time for Private Banks to Exit the Trust Administration and Fiduciary Services Business? - Hubbis

If you missed Friday’s Newsletter The 5-Minute Guide to Family Office Software, you can find it here.

It’s a humdinger!

Sponsor the Mr Family Office newsletter: Reach an audience of 35,000+ subscribers and followers on X that are engaged with the family office industry. Drop my sales team (me) a mail to arrange.

Family Office Buzz

Family Office Buzz

𝕏 highlights

in LinkedIn highlights

📰 family office news roundup

Rate this week's newsletter

Keep Reading