FAMILY OFFICE BUZZ

A weekly collection of family office and related news. Included this week:

  • The greatest financial frauds ever, and the curious role of family offices

  • Multi-Family Offices surging in popularity

  • Pickleball - a goldmine for family offices?

  • Jensen Huang on venture capitalists

  • The White Lotus effect on family office investments

  • Living Large: the car that sold for $3.3 million this weekend

๐• highlights

A look at the evolving CIO role in family offices.

The biggest frauds the world has seen, including how Bill Hwang used a โ€œfamily officeโ€ to avoid oversight

Nobody thinks about the butlers.

CZโ€™s family office is launching a BNB treasury firm in the US.

Billionaires are on the march.

Jensen Huang: โ€œVCs donโ€™t invest in business plans.โ€

in LinkedIn highlights

The latest UBS Family Office Quarterly is out.

Our latest UBS Family Office Quarterly just went live.

Our latest UBS Family Office Quarterly just went live, with insights on US fiscal situation and strategies for reducing government debt burdens; Family Officeโ€™s Role in Family Businesses; Wealth Transfer Considerations; Investment Policy Statements; Participation Plans within the family enterprise and family office context; Strategic Human Capital Management; and more.

www.linkedin.com/feed/update/urn:li:activity:7348027695219286019?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7348027695219286019%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

The โ€œWhite Lotus effectโ€™ - family offices investing more in high-end hospitality.

Call it the โ€œWhite Lotusโ€ effect.

Call it the โ€œWhite Lotusโ€ effect. Family offices are increasing their investment in high-end hospitality โ€” especially luxury resorts like the ones featured in the TV phenomenon โ€” as they seek diversification of real-estate holdings, steady income generation and a long-term footprint in the sector.

www.linkedin.com/posts/crain-currency_familyoffice-luxury-travel-activity-7348350210852405248-86E_?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

The small family office concept isnโ€™t going away anytime soon.

๐“๐ก๐ž ๐‚๐š๐ฌ๐ž ๐Ÿ๐จ๐ซ โ€˜๐’๐ฆ๐š๐ฅ๐ฅโ€™ ๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐Ž๐Ÿ๐Ÿ๐ข๐œ๐ž๐ฌ: Now also available in print.๐Ÿ—ž๏ธ๐Ÿ“š

โ€œ๐˜๐˜ง ๐˜บ๐˜ฐ๐˜ถ ๐˜ฅ๐˜ฐ๐˜ฏโ€™๐˜ต ๐˜ฉ๐˜ข๐˜ท๐˜ฆ 250๐˜”โ‚ฌ ๐˜ช๐˜ฏ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ค๐˜ข๐˜ฑ๐˜ช๐˜ต๐˜ข๐˜ญ, ๐˜ฅ๐˜ฐ๐˜ฏโ€™๐˜ต ๐˜ฆ๐˜ท๐˜ฆ๐˜ฏ ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜ฌ ๐˜ข๐˜ฃ๐˜ฐ๐˜ถ๐˜ต ๐˜ด๐˜ฆ๐˜ต๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ถ๐˜ฑ ๐˜ข ๐˜ง๐˜ข๐˜ฎ๐˜ช๐˜ญ๐˜บ ๐˜ฐ๐˜ง๐˜ง๐˜ช๐˜ค๐˜ฆ.โ€ Thatโ€™s a statement that I heard about a lot, ironically, while I was setting up a family office for a group of Berlin-based entrepreneurs, from the very advisors (think private banks and asset managers) from who I was looking for assistance. Today, having set up that family office, and having advised many others on the process, I wholeheartedly disagree with that statementโ€ฆ

www.linkedin.com/posts/janvoss93_%F0%9D%90%93%F0%9D%90%A1%F0%9D%90%9E-%F0%9D%90%82%F0%9D%90%9A%F0%9D%90%AC%F0%9D%90%9E-%F0%9D%90%9F%F0%9D%90%A8%F0%9D%90%AB-%F0%9D%90%92%F0%9D%90%A6%F0%9D%90%9A%F0%9D%90%A5%F0%9D%90%A5-%F0%9D%90%85%F0%9D%90%9A%F0%9D%90%A6%F0%9D%90%A2%F0%9D%90%A5%F0%9D%90%B2-activity-7350411236401995776-uhHw?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

๐Ÿ“ฐ family office news roundup

Multi-Family Offices Surge in Popularity. More wealthy families are ditching private banks in favor of multi-family offices that offer a mix of investment advice and concierge-style services. The model is booming, being more personal with costs spread around, all through a single service provider - Financial Advisor Magazine

Key One Big Beautiful Bill Act Implications for Family Offices and High-Net-Worth Investors. How the new OBBBA rules could trip up family offices and wealthy investors if theyโ€™re not careful with compliance - a reminder that reporting and due diligence requirements are set to increase - McDermott Will & Emery

Pickleballโ€™s Global Surge: A Gold Mine for Family Offices in Sports Tech and Real Estate. Pickleball isnโ€™t just a hobby for retirees anymore, itโ€™s exploding worldwide and creating investment angles in clubs, tech, and property. Family offices are piling in, betting this might actually stick around to create some solid returns - AINews

Private Equity Reigns Supreme in Family Office Portfolios.
Family offices keep doubling down on private equity, making it their top allocation by far. The article suggests itโ€™s all about chasing higher returns, even if it means swallowing more risk - Professional Wealth Management

๐Ÿพ Living Large: the finer things in life

The Goodwood Festival of Speed took place this weekend, with supercars, F1 winners and notable classics racing a short hillclimb in front of motorsports collectors and enthusiasts from around the world. It also saw a record-breaking auction, with the highest value car a Mercedes AMG One selling at $3.3 million. This โ€˜57 300SL below only managed $1.16 million.

Last weekโ€™s newsletter on family office recruitment (Algorithms and Intuition) had a lot of interest - read it here if you missed it!

Until Friday, see you on ๐• or LinkedIn.

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ยฉ 2026 Mr Family Office. This content was made by humans..
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