A weekly collection of news and highlights. Included this week:
Comparing the last three Citi global family office reports
The world’s family office hubs 2026
Howard Marks on AI investing
“Find the deepest pockets, then work backwards”
How to start difficult wealth conversations
Living Large: biggest and best of Monaco Yacht Show 2026
𝕏 highlights
The world’s family office hubs
Indian heirs favoring family offices over family businesses.
Buy the S&P 490?
reddit highlights
A first-principles approach: find the deepest pockets, then work backwards.
in highlights
Will APAC next-gen switch private banks? (Or have they already done so)
How wealthy families are rewriting the philanthropy playbook.
Family Office news roundup
How family offices use NAV loans to bridge the liquidity gap. NAV financing gets talked about as long term leverage, but family offices often use it as a bridge. Nodem Capital shares three ways that family offices are doing just that - Mr Family Office
Three years of change. And a lot déjà vu. We put the 2024, 2025 and 2026 Citi Global Family Office reports side by side to understand what’s changing and what’s staying the same. Here’s a short summary of what we found - Mr Family Office
The Great Wealth Transfer is arriving – just not the way anyone planned. The $100T+ Great Wealth Transfer is happening, but tax rules, weaker enforcement, illiquid assets, cyber risks and increasingly complex families are making it way messier than expected - Family Wealth Report
Family offices pivot to public equities as succession pressure mounts. Citi’s latest report finds nearly half of family offices increased public equity exposure. While inflation has overtaken trade tensions as their biggest concern, succession is becoming urgent too, with around a third expecting leadership changes within five years - InvestmentNews
UAE still magnet for ultra-wealthy undeterred by disruption. The UAE is still pulling in wealthy families despite regional conflict, with private bankers saying the fundamentals of low taxes, safety, residency options and global connectivity remain compelling - The National
Hong Kong’s next generation urged to turn inherited wealth into lasting legacy. A recent next generation-focused event highlighted how proposed tax concessions for alternative assets, including digital assets and green bonds, aim to further strengthen the city’s role in generational wealth planning - SCMP
Living Large: the finer things in life
The largest and most expensive of Monaco Yacht Show 2026. There were more than 100 superyachts on display at Port Hercule this last weekend, from the graceful 203 ft Simena ketch (below) to the largest yacht there, the massive 364 ft Leviathan. Here are the new ones that really caught the eye - Elite Traveler
In Monaco this week but sadly just missed the splendor of the aforementioned yacht show by a few days!
If you missed last week’s newsletter, we shared some perspective from a third-generation member of a Hong Kong family office.
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