A weekly collection of news and highlights. Included this week:
How tech is replacing private banks for family offices
2025 Julius Baer Family Barometer report is out
The allure of the UAE continues
Ten ways family offices can build resilience in a volatile world
The recruitment challenge of forming an Investment Committee
Living Large: Richard Mille makes a motorcycle
𝕏 highlights
A thread on how tech is replacing private banks for family offices.
8,000 family offices control $5.5tn today.
Private banks are losing their wealthiest clients.
Not to competitors. To technology.
Here's why this shift is accelerating now:
— #GC Cooke (#@GCcookeHQ)
3:00 PM • Oct 23, 2025
The value of values.
Families have been doing this for generations, but why are they travelling all the way to Aspen to do it?
I am reminded of the book, The Outsiders - 1st generation business builders who may have had millions or even billions in value, but chose to work in a nondescript office
— #PrivateEquityGuy (Mikk Markus) (#@PrivatEquityGuy)
1:43 PM • Oct 21, 2025
A good thread on family office investment trends.
FAMILY OFFICES NOW RIVAL INSTITUTIONAL INVESTORS.
PwC’s 2025 Global Family Office Deals Study shows they executed 7,200 deals worth $440 B in H1 2025
This is down 60% from 2021’s peak but with deal value per transaction almost doubled.
Fewer deals. Smarter capital.
— #Lumida Wealth Management (#@LumidaWealth)
12:02 PM • Oct 22, 2025
The allure of the UAE continues.
Met with a multi-family office CEO today —
He’s seeing families that have been in Europe for 100s of years moving to Dubai and Abu Dhabi.
There’s a real exodus.
— #Hunter Horsley (#@HHorsley)
12:43 AM • Oct 25, 2025
A major Qatari family office is hiring.
The family office for Qatar’s former ruler is on a hiring push to build up a multistrategy investment team
— #Bloomberg (#@business)
5:24 AM • Oct 24, 2025
Julius Baer Family Barometer report.
Who needs a family office? Ultra-wealthy families face this dilemma across the globe – and there are multiple things to consider.
➡️ Read the findings of our new Family Barometer, in collaboration with PwC Switzerland, to learn more: ow.ly/bphm50XeVVW
#WealthPlanning
— #Julius Baer (#@juliusbaer)
6:00 AM • Oct 21, 2025
And for some amusing responses.
tell me how rich u are without actually telling me.
— #void. (#@2xBuild)
3:57 PM • Oct 21, 2025
in highlights
A conversation on major risks for family offices.
Why family-controlled enterprises often outperform over time.
Is the challenge in forming an Investment Committee about recruiting suitable members?
Family Office news roundup
Alternatives key to future-proof family office portfolios. JP Morgan says family offices are piling into private equity, credit and infrastructure to hedge against public market volatility. The message: the future of wealth preservation lies off the stock exchange - Spear’s
Family offices brace for dollar dip and tariff turbulence. CNBC reports that wealthy investors are repositioning as the dollar weakens and trade tensions resurface. Many family offices are rotating into hard assets and global equities to hedge against currency slides and protectionist shocks - CNBC
Ten ways family offices can build resilience in a volatile world. Resilience now matters as much as returns. Family offices are diversifying globally, stress-testing portfolios, and rethinking succession to withstand geopolitical shocks and market swings - Kiplinger
Singapore family offices bet on trust, not on tax breaks. An argument that Singapore’s family office sector is experience rapid growth, not from favorable regulations, but by building on credibility, compliance, and long-term trust - Finews
Real estate remains a cornerstone of family office portfolios. Family offices still see property as their safety net, even with rising rates and market jitters. Most are doubling down on direct ownership and niche sectors like logistics and multifamily - IREI
Living Large: the finer things in life
Richard Mille has made their first motorcycle. Co-designed and produced together with British motoring company Brough Superior, the new RMB01 M is a track-only ride, designed without compromise for maximum performance. Built with a ‘skeletonized’ look that mirrors the Swiss watchmaker’s timepieces, production is limited to 150 units. It’s priced at around $330K, similar to a Richard Mille watch - Elite Traveler
Friday is a Halloween special… some family office horror stories! 👻
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