A weekly collection of news and highlights. Included this week:
Epstein’s family office pitch
Investment themes that crushed the S&P500
Alignment trumps fees in advisor selection
Two-thirds of family offices don’t bother with governance
How the wealthy stay wealthy with NAV financing
Living Large: Miami boat show starts this week
𝕏 highlights
in highlights
Advisors’ "fit" is more important than any other aspect.
Private banks no longer the gatekeepers for great deals?
Family Office news roundup
Four Ways Family Offices Can Utilize NAV Financing. Nodem founder Alex Branton highlights how family offices are utilizing Net Asset Value financing, working with specialist firms alongside existing banks to secure bespoke, duration-matched facilities - Mr Family Office
Visa brings stablecoin integration into the mainstream. While family offices are slow to adopt crypto, Visa took a major step toward integrating stablecoins into mainstream finance, introducing Solana-enabled USDC settlement in the United States - MrFamilyOffice
From legacy to liquidity: valuations and intergenerational contracts for family offices. Family offices face a tricky objective: preserve and grow wealth while enabling timely liquidity for next-gen and other needs - EY
Family offices pave road to AI success. The starting point is not the technology itself, but the operating model it will serve: focus on data, processes and culture will enable family offices to make the most efficient digital transition - PWM
Why investment screening keeps tightening. Family offices are getting far stricter on what makes it through the investment filter as portfolios mature and capacity tightens. The new watchwords are fit, alignment and conviction - WealthBriefing
Family offices place big bets on AI, alternatives and governance. Data from the new JPMorgan report shows family offices leaning into AI tools, private markets, and tighter governance to handle bigger, more complex portfolios - InvestmentNews
Living Large: the finer things in life
Miami International Boat Show 2026. Starting this week, the event aims to surpass last year’s 100,000 visitors and $1.34B economic impact. Expect to see top superyacht manufacturers in a bigger, slicker show spread across four waterfront venues - Superyachts.com
Last week’s newsletter explored benchmarking for family offices, from both a financial and non-financial perspective.
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