Is Claude for Excel the most immediately useful AI tool for family offices?

The family office ecosystem in Hong Kong.

Trusted advisor that took advantage of elderly client fined $121 million.

The evolution of Point72 from family office to institutional powerhouse. How Steve Cohen’s family office evolved into a full-scale institutional hedge fund, building out infrastructure, talent, and external capital - HedgeCo

First meaningful stress test for Gulf family offices. There’s been an increase in inquiries to repatriate assets as family offices weigh exit, with Dubai’s wealth-hub allure under threat - Singapore Business Times

Family offices on the move, but where’s best? At a recent family office panel discussion, five major family office hubs were evaluated. Three themes dominated participants’ views on each jurisdiction: tax and incentives; stability and rule of law; and lifestyle and talent - Charles Russell Speechlys

Concierge services and specialized expertise: how advisory firms are courting ultra-wealthy clients. UHNW clients expect way more than just portfolio management, with bespoke services offered including aviation, cybersecurity, bespoke insurance underwriting, household management and more - InvestmentNews

This family office gatekeeper is keeping his eye on influencers. How one family office CIO is paying attention to influencer-backed brands as a signal for trends and sentiment, not just noise - Citywire

The hottest address in Europe this summer. Well-heeled travelers already think of Le Sirenuse when they think of the Amalfi Coast, but a new beach club from the legendary hotel will be the place to be seen this summer - FT HTSPI 

Last week’s newsletter was a look at why Virtual Family Offices have become more appealing.

That’s all for now. Don’t forget to join the discussion on 𝕏, LinkedIn, Reddit, etc…

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