A weekly collection of family office news and highlights. Included this week:
9 wealth preservation secrets from old money families
How to protect the bottom line when family gets on the payroll
Case study: the impact-focused $1.1 billion family office
Where family offices are investing in healthcare
Living large: the luxury European train trip for golfers
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We see standout off-market opportuities. From breakout founders to established names like OpenAI, xAI, SpaceX.
Watch your inbox. Something special is coming this week.
𝕏 highlights
Spanish family office posts 71% profit jump.
The family office of Sandra Ortega, an heir to the Inditex fortune and Spain’s wealthiest woman, posted a 71% profit jump last year bloomberg.com/news/articles/…
— #Bloomberg (#@business)
7:28 AM • Jul 17, 2025
Wealth preservation, old money-style.
The Rockefellers, DuPonts, Astors, and Hearsts.
All stayed rich for over 200 years even endured wars and crashes.
But it's not from:
- Market timing
- Smart stock picks
- Lucky business dealsHere are 9 wealth preservation secrets from families worth $500 BILLION combined:
— #Logan Weaver (#@LogWeaver)
12:25 PM • Jul 16, 2025
Cost of living for the wealthy: how global cities rank.
Is your city the most expensive for living well? Our Global Wealth and Lifestyle Report reveals how cities compare across the world in 2025, when it comes to prices of luxury goods and services.
➡️ Explore the report: ow.ly/8wjS50WoYiC
#GWLR #WealthInsights
— #Julius Baer (#@juliusbaer)
7:10 AM • Jul 14, 2025
Vacation without stress (it’s possible).
Set yourself up to sign off—and feel great about it.
— #Harvard Business Review (#@HarvardBiz)
5:01 AM • Jul 19, 2025
Wealthy preppers… we’ll come back to this topic.
Peter Thiel made $22 Billion investing in American companies.
But now, he's moved $50 million and bought 470+ acres in New Zealand.
Not for lower taxes or property value.
But because of what he knows about America's future economy... ⬇️
— #Hosun (#@hosun_chung)
2:32 PM • Jul 13, 2025
in LinkedIn highlights
Oxford University case study on a unique impact-focused single family office.
Make an estate plan. Communicate it clearly.
Investment insights from the FOS community.
📰 family office news roundup
How Family Offices Can Protect the Bottom Line With Family Members on Payroll. Hiring family can get messy fast - here’s how family offices can avoid drama and tax trouble when putting relatives on the books. Clear roles, market-rate pay, and good governance are key if you don’t want Cousin Greg taking your margins - MSN Money
Long-Term Incentive Plans on the Rise. Family offices are leaning hard into golden handcuffs: Morgan Stanley says long-term incentive plans are now baked into most top roles as families fight to keep talent from jumping ship - Financial Post
How much could you earn working for a single-family office in 2025? Family office gigs are getting lucrative. Top roles like CIO or CEO can pull $1M+, while even mid-level staff are seeing serious comp boosts as talent wars heat up - InvestmentNews
High Net Worth, Family Offices M&A Deals Up 13%. Wealthy families are ramping up direct deals again. M&A activity involving family offices and HNW individuals jumped 13%, with a growing taste for private capital plays and succession-driven sales - WealthBriefing
When to Tell the Kids You’re Comfortable (They Likely Already Know). A gentle nudge to wealthy parents: your kids aren’t clueless. An article that urges more honest, age-appropriate talks about money before silence turns into stress or entitlement - Northland Wealth
🍾 Living Large: the finer things in life
Luxury European train travel - for golfers.
The Orient Express luxury train has added a golf itinerary across Italy.
Guests will play four courses in four days:
• Marco Simone Golf & Country Club
• Franciacorta Golf Club
• Royal Park I Roveri
• Antognolla Golf ClubStarting price = $16,500 per person
— #Joe Pompliano (#@JoePompliano)
1:59 PM • Jul 14, 2025
Friday’s newsletter profiles an historic multi-family office that dates back to 1935.
Until then, see you on 𝕏 or LinkedIn.
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