A weekly collection of news and highlights. Included this week:

  • The wealth advisor shortfall in the US

  • Inside a $14B multi-family office

  • Ten mistakes made by family offices (and how to fix them)

  • Insights from 25 years running a family office

  • Managing wealth amidst political instability - a real world example

  • Living Large: Vegas has a luxury problem

𝕏 highlights

There’s a major shortfall of wealth management advisors in the US.

Inside a $14 billion multi-family office.

The succession battle over a trillion Ugandan Shilling estate.

How one billionaire ship building family is thriving despite the collapse in the US shipping industry.

Vancouver Canucks owners embroiled in family fight over multibillion-dollar empire

$10M, $100M and $1bn lifestyle.

Long-term planning.

in highlights

Ten mistakes made by family offices.

Common mistakes in family office structure and how to fix them

Family Office Structure. One of the most popular episodes by far, it seems that the structure of the office is just as interesting as the investments. I've also included a handy "action points table". This structure theme is also covered in the latest episode, a guide on managing your external "scaffolding". Find it here on Apple, Spotify, YouTube or wherever you get yours. https://lnkd.in/gDfNxrh2

www.linkedin.com/feed/update/urn:li:activity:7372063074091978752?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7372063074091978752%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

Portfolio rebalancing and private jets, all in a day’s work.

JPMorgan can now help you find a private jet or butler

Wealth advisors that can help today's ultra-high-net-worth families with more than just investments will be the winners in the future. Yesterday, J.P. Morgan Private Bank launched a new "Lifestyle Services" offering, giving clients access to a curated network of companies specializing in everything from private jets and household staffing to CFO services, luxury travel and healthcare. “There is a growing trend among clients who want our advice outside of traditional wealth management," William Sinclair told me. And since half of the country's billionaires are clients, JPM can ask clients who they use and like.

www.linkedin.com/posts/robertfrank-cnbc_jpmorgan-can-now-help-you-find-a-private-activity-7374073690604347393-hZZp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

The evolution of family offices - an insider’s perspective 25 years on.

‘Godfather of Canadian Family Office’ Reflects on Industry Trends

After nearly 25 years in the industry, Tom McCullough writes about launching Northwood Family Office, and lists five ways the industry has shifted since.

www.linkedin.com/posts/canadianfamilyoffices_mccullough-the-evolution-of-the-family-office-activity-7374071189692063744-7Sej?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA1yzSABrt3YeH6j8ZoWGuzHBCxo_ASFyww

Family Office news roundup

Family offices upbeat on returns as they brace for global shocks. The Citi 2025 Global Family Office Report finds that even with geopolitical risks, trade disputes, and inflation looming, most family offices are optimistic about returns over the next 12 months, especially due to potential rate cuts, deregulation, and advances in AI - Spears

Managing Wealth Amidst Political Instability. A real world example from Henry Brandts-Giesen on why the time to prepare is well in advance of feared political change and barriers to movement - Mr Family Office

Reliable Compensation Data As A Strategic Business Tool. Having accurate, up-to-date compensation data isn’t just HR busy-work, it’s a major tool for strategic decision making. The data helps firms retain talent, manage costs better, benchmark against competitors, and align pay with performance and business goals - Family Wealth Report

Family office surge is testing Asia's talent supply. Singapore’s family offices jumped 43% to over 2,000 in 2024, but the boom is outpacing the talent pool and exposing governance and risk gaps. Families are scrambling to hire and outsource, yet regulation and cybersecurity issues are becoming real pain points - AsianInvestor

How Family Offices Got Ahead of Falling Rates. Family offices anticipated interest rate cuts and moved early, locking in private credit and fixed income deals before yields dropped. Here’s how their flexibility and speed compared to institutions gave them an edge in repositioning portfolios - Institutional Investor

Living Large: the finer things in life

Las Vegas has a problem: too much luxury. Or does it? This piece on Luxury Travel Advisor argues Vegas “needs to realize that not every visitor is interested in a $230 caviar service or an $8,000 bottle of Screaming Eagle.” Has Las Vegas forgotten what made it special?

Last week’s newsletter explored one of the most popular social media discussions we’ve had, with valuable perspective from each side - read The $50M Conundrum here.

Until this Friday, see you on 𝕏 or LinkedIn.

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