A weekly collection of news and highlights. Included this week:
The most underrated job in finance
Benefits of quarterly finance meetings with your family
Critical hires for every newly founded family office
What to ask your estate planner at the start of 2026
Living Large: Standout ultra-luxury ski chalets hitting the market
𝕏 highlights
Family meetings, net worth disclosures and unequal giving to the next gen.
The jerky billionaires who want more.
If you’ve had a tough start to the year, this video is for you.
in highlights
UBS has released its first Family Office Quarterly of the year.
The critical hires for every newly founded family office.
Creative arrangements in estate planning can prevent disputes, save tax and avoid litigation.
Family Office news roundup
What families should be asking their estate planners in 2026. Estate planning is now about pressure testing structures against tax change, family conflict, and cross-border complexity. Families should ask harder questions around governance, control, liquidity, and whether their plans actually work when something goes wrong - Forbes
Jensen Huang is fine with a billionaires tax, but Google’s Larry Page is already dumping California. Koop, Page’s family office, converted out of California and incorporated in Delaware in December, along with other personal and business entities of his - Fortune
How trend-following funds can help family offices diversify portfolios. Are trend-following strategies an under-utilised tool in family office portfolios? Their strict policy of cutting losses and running profits are well-suited to modern family offices - International Adviser
Competitive advantages for family offices in direct acquisitions of private companies. Family offices often outcompete private equity by being flexible, patient, and easier to deal with, which sellers genuinely like. Because no fund timelines, fewer hoops, and a long-term mindset can trump the highest price - Mondaq
Amidst all the global family office growth, some are deciding to close their offices. While number of family offices grow, rising staff costs, complexity, and family drama are pushing some wealthy families to shut down theirs - Financial Times
Living Large: the finer things in life
Ski season brings new luxury chalets and mountain lodges to market. A fresh wave of ultra-luxury ski chalets are hitting the market, driven by wealthy buyers chasing lifestyle, scarcity, and long-term value. From the Rockies and Dolomites to the Sierra Nevadas and the Alps, here’s some standouts - Forbes
If you missed it, last week’s newsletter looked at why Milan is becoming a family office hub.
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