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.
An interesting infographic on family offices.
Are family offices a tale of inequality?
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.
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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