A weekly collection of news and highlights. Included this week:
Anthropic launches RIA wealth management plugins
Deutsche Bank Epstein files expose family offices
Are family offices trading freedom for structure?
Seven defining features of purpose-built family office software
The family office world needs better events
Living Large: Do you own one of the 50 greatest SUVs of all time?
𝕏 highlights
Family offices are shopping for NY hotels.
Where family offices are investing.
Last week we shared Citrini’s AI’s doomsday essay, here’s Citadel’s response.
in highlights
“Claude, create a wealth management strategy for a billion dollar estate. Make no mistakes.”
The family office world doesn’t need more events: it needs better ones.
Is the direct investing capability gap wider than family offices admit?
We’re doing podcasts. Not our own, but instead distributing quality content from others on the crucial themes of the global wealth industry.
An opportunity to learn from industry experts (and for brands to reach the growing family office community).
Family Office news roundup
Seven defining features of purpose-built family office software. Asset Vantage highlights seven core features derived from their foundation of being purpose built within a working family office - Mr Family Office
Deutsche Bank’s Epstein files expose family offices. A US government data dump linked to Epstein has released 40,000 Deutsche Bank documents exposing family offices to public scrutiny and transparency at a level never expected - Bloomberg
Majority of family offices shunning crypto and gold: J.P. Morgan. Most family offices still prefer private equity, direct deals and traditional assets instead. Despite all the noise around digital assets and safe havens, the ultra-wealthy still seem focused on control and long-term growth over shiny trends - InvestorDaily
Are family offices trading freedom for structure? Family offices were built for flexibility and control, but many are now layering in institutional-style governance, processes and outside talent as they grow. Does added structure boosts performance or slowly turns them into the very institutions they once tried to avoid - Institutional Investor
Can blended finance unlock the full potential of philanthropy? UBS Optimus Foundation argues that blended finance, mixing philanthropic capital with private and public money, can crowd in far larger pools of funding for social and environmental impact - Financial Times
Navigating change in the family office landscape. Dentons looks at how family offices are adapting to tighter regulation, rising geopolitical risk and growing intergenerational complexity. The article highlights governance upgrades, succession planning and more formal structures as families professionalise and globalise their operations - Dentons
Living Large: the finer things in life
Do you own one of the 50 greatest SUVs of all time? Sport Utility Vehicles have rendered minivans and station wagons obsolete, replaced limousines as the chauffeur car of choice, and can now outperform many top sports cars. There’s even a whole new class of ‘Super SUVs’ out there. Here’s a list of the 50 most iconic and notable - Robb Report
Last week’s newsletter was a look Inside the Minds of Ultra Wealthy Families. We spoke with Dr. Rebecca Gooch, who might have published more reports on family offices than anyone!
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