Family Office Buzz

FAMILY OFFICE BUZZ

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

What it means to be a tax haven.

The power of intra-family loans.

Words of wisdom.

Work with experts.

Why trust in family offices is fundamental.

The importance of open dialogue for estate planning.

Four cities that stand out as ideal family office locations.

Cybersecurity and family offices - an ongoing hot topic.

More women are leading investments for the likes of Lukas Walton and Len Blavatnik. A growing number of women are leading family offices as billionaires like Sergey Brin and Michael Dell name female chief investment officers of their private investment firms - CNBC

It’s a family affair: inside Hong Kong’s quest to lure the world’s wealthiest clans. Two years ago, Hong Kong introduced eight initiatives to attract wealthy families to set up family offices, offering tax breaks, eased charity rules, and a revamped investment migration scheme. Since then, the city has helped 160 family offices establish operations, with another 150 in the pipeline. The effort is driving increased investment and philanthropy, with only one measure (a planned art storage facility) still pending - South China Morning Post

Why private investors are staying closer to home. Private investors and family offices are snapping up prime real estate in cities like Munich, Paris, and London, driven by local pride, market repricing, and long-term value. Focused on core sectors like office and retail, they’re using their agility and local knowledge to secure rare, high-quality assets at attractive prices - Private Wealth Management

Karman Beyond: a next gen family office. Karman Beyond, founded by Özge Doğan, is Türkiye’s first independent multi-family office, created after she struggled to find suitable wealth solutions for her own family. Now serving multiple families, the firm focuses on asset diversification, estate planning, and next-gen succession. Built on trust, emotional understanding, and financial expertise, Karman Beyond aims to modernize wealth management in Turkey and expand globally in the coming years - Private Banker International

How family offices are adapting to global changes: Family Matters. Family offices are going more global—even as politics lean isolationist—with 80% now having international ties. Citi's Hannes Hofmann says families are focused on protecting assets through geographic diversification, second passports, and risk strategies - Private Wealth Management

Richest woman in Indonesia loses $3.6 billion in three days. After making roughly $350 million a day for three weeks straight, Marina Budiman, the president commissioner of Indonesia’s biggest data center operator, was the nation’s wealthiest woman. Then she lost $3.6B in three days - Bloomberg

The World’s Best Bourbon - According To The Beverage Testing Institute.

Friday’s newsletter explores the importance of the human element within WealthTech solutions.

Until then, see you on 𝕏 or LinkedIn.

𝕏 @MrFamilyOffice

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