Family office insights this week:

  • The $50M debate: private banks / MFO / self-manage

  • Goldmans and Citi family office reports

  • Family office jobs in Miami, Denver and Seattle

  • Read: When you’ve made enough money for family tension

  • Podcasts: raising healthy children in the land of wealth

  • Watch: the top five US states for billionaires

The $50M Conundrum

You've had a $50 million liquidity event. Now how do you manage it? 

Well done - you’ve got $50 million coming your way. A liquidity event or inheritance that could set your family up for life.

But there are still tough decisions ahead.

And the choices you make early on can shape returns, risks, and even family dynamics for decades.

So how do you manage $50 million?

There are three ways to play it:

  1. Private bank

  2. Multi-Family Office

  3. Self-manage

We asked the question on X… hundreds of comments followed. 

Social media always provides both logical thoughts, and of course amusing ones.

Private banks can offer global reach, balance sheet strength, and access to products not available to individuals.

Multi-family offices emphasize independent advice, fee alignment, and a more tailored approach.

And for those who value control and flexibility, self-management is the only solution, typically supported by external specialists in areas such as tax and estate planning.

We spoke to a multinational investment bank with $5 trillion AUM, an independently owned multi-family office with $26 billion AUM, and an individual who self-manages the family’s $50 million in assets.

Here’s what they had to say….

Read the full article on The $50M Conundrum.

𝕏 highlights

Latest family office asset allocation data from Goldman Sachs.

And from that Goldman report, a look at family offices and crypto.

Citi Bank also released their latest family office report.

A profile of wealthy Americans.

And generational preferences on investments.

Where to work

Three family office industry job opportunities posted this week…

What to read

Not a book this week, but a classic Harvard Business School article on what happens when a founder’s “Second Act” shifts from running a business solo to managing wealth as a family enterprise. Handing over control is tough, but without involving spouses and kids, fortunes can fracture families instead of holding them together. The key lesson: engagement beats control every time - Harvard Business Review

What to listen to

In this two-parter, the Our Family Office podcast looks at how parents should be Raising Healthy Children in the Land of Wealth. Host Adam Fisch talks with Dr. James Grubman, a leading consultant to wealthy families and advisors, on the rising generation

What to watch

The top five US states where most of the Forbes 400 live.

And finally…

Thanks very much to our contributors Mark Tepsich from UBS, Jeff Treut and Sam Kendrick from Whittier Trust, and our anonymous self-manager. The debate on the best way to manage $50 million will no doubt rage on!

A reminder - the Mr Family Office team is growing: we're hiring a Partnerships Manager. Part-time, flexible role structure. Digital media sales experience essential. Reach out here if this is of interest.

This week’s Buzz looked at the 20 largest family offices in the world, how generalists thrive in family office leadership roles and the tycoon who handed over his fortune to his grandchildren. More family office news again on Monday.

Right, that’s quite enough for this week. Wishing you and your families success and joy.

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