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
Are you looking for Deal Flow?
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.
Wealth preservation, old money-style.
Cost of living for the wealthy: how global cities rank.
Vacation without stress (it’s possible).
Wealthy preppers… we’ll come back to this topic.
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.
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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