A weekly collection of news and highlights. Included this week:
Bezos family office to undergo major expansion
New study shows family office club deals dominate
Mergers of wealth management firms set to increase
Family offices - a tale of inequality?
A case study on transforming family office tax operations
Living Large: Why LAs ultra-wealthy are choosing to rent
𝕏 highlights
Jeff Bezos’ father is expanding the family office.
Jeff Bezos’ father is undertaking a “major expansion” of his small family office to support more family members and manage a fortune estimated to be worth more than $40 billion, a move occurring amid a boom in these private firms
— #The Wall Street Journal (#@WSJ)
2:26 PM • Sep 23, 2025
An interesting infographic on family offices.
The wealthy don’t just earn money—
They protect it, here's how:
Earning is step one.
Protecting is step two.
Here’s how they do it:
💼 Family Office Basics
• Needs structure, not billions
• Runs like a private company
• Manages money, taxes, legal, givingWealth isn’t
— #Justin Mecham (#@thejustinmecham)
11:52 AM • Sep 24, 2025
Are family offices a tale of inequality?
Breakingviews - Family office boom is a tale of elite inequality
— #Reuters (#@Reuters)
10:45 AM • Sep 25, 2025
Is there a CLO bubble?
$30 billion in private credit CLOs already this year, surpassing last year’s pace
We’re packaging illiquid private loans into tradable securities at the fastest pace ever seen
The last time we packaged illiquid loans into securities THIS enthusiastically, we needed a global
— #junkbondinvestor (#@junkbondinvest)
11:40 PM • Sep 24, 2025
Singapore continues to build family office infrastructure.
Singapore will launch a program next year to train lawyers in family office advisory, as the legal profession races to keep pace with the wealth management industry
— #Bloomberg (#@business)
7:10 AM • Sep 26, 2025
A 52-generation family business!
The oldest hotel in the world is The Nishiyama Onsen Keiunkan in Japan and has been in business since 705AD. It’s still a family business. For 52 generations
— #Fascinating (#@fasc1nate)
4:30 PM • Sep 28, 2025
There’s a few… and they should be sponsoring this newsletter!
What's an industry that exists only to service the very rich?
— #TaraBull (#@TaraBull808)
2:00 PM • Sep 26, 2025
Our new partnership brings a unique approach to family office hiring. More details here.
in highlights
New PwC family office deal study shows club deals dominate.
Mergers of wealth management firms set to increase.
Family Office news roundup
Transforming Tax Operations For A Multi-Generational Family Office. Gelt Founder and CEO Tal Binder shares how they solved the challenge presented by an expensive, fragile in-house tax team - Mr Family Office
Giving Digital Assets The Wealth Management Touch. Digital assets like crypto and tokenized securities are finally being treated with the same bespoke care as traditional investments, so UHNW families can play in the digital space - Family Wealth Report
Bringing Billionaire-Level Service To Everyday Clients. Thanks to tech, outsourcing, and new advisory models, the “white glove” advisory approach once reserved for ultra-wealthy clients is now trickling down to the mass affluent - FA Magazine
Larry Ellison’s Net Worth and the Hidden Architecture of Wealth. How Ellison’s staggering wealth is built not just by big tech gains, but through stealthy structures: trusts, holding companies, and long-term compounding that let him amplify and protect capital. - Forbes
Family Offices Double Down on AI. Ultra-wealthy family offices are cutting back on overall deal activity, but many are funneling resources into artificial intelligence investments, especially in “picks and shovels” infrastructure and public equities - CNBC
DBS Aims for S$2 Billion in Multi-Family Office Assets. DBS Private Bank says its multi-family office platform has already gathered about S$1 billion in assets from over 25 UHNW families, and it’s targeting S$2 billion by end-2026 - The Business Times
Living Large: the finer things in life
Why LA’s ultra wealthy are choosing to rent rather than buy.
Why L.A.’s Ultra Rich Are Choosing to Rent for Six Figures a Month.
High interest rates, January wildfires and the mansion tax have created a runaway luxury rental market.
— #The Life of Luxury (#@TheLifeOfLuxury)
4:27 PM • Sep 22, 2025
A reminder - the Mr Family Office team is growing: we're hiring a Partnerships Manager. Part-time, flexible role structure. Digital media sales experience is ideal. Reach out here if this is of interest.
In Friday’s newsletter we will be taking a look at the latest PWC family office deals report.
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